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Monthly MBS Issue
15 February 2024
1107 KB
PDF
RMBS issuance just under Y30bn on sluggish Flat 35 utilization
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Daiwa's View
13 February 2024
580 KB
PDF
Buying of Japanese stocks and selling of yen by overseas players
Increase in yen-selling hedging due to rally with Japanese stocks
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Daiwa's View
9 February 2024
731 KB
PDF
BOJ Deputy Governor Uchida’s speech confirms BOJ is pricing in moderate rate hikes
Speech is strong indication of stance of maintaining interest rates at low levels, in terms of both short term and long term
Goldilocks market environment expected
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Daiwa's View
7 February 2024
772 KB
PDF
Structure of current accounts when ending NIRP: Additional considerations
Is single-tier structure with +0.1% interest rate possible?
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General Electric Company (GE US)
7 February 2024
456 KB
PDF
Outperformed the market in 2023
4Q23 Revenues increased 15% y/y with double-digits growth in all segments; Segment profit increased 20%
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Politics Watch
6 February 2024
335 KB
PDF
Further headwinds for LDP from local elections over weekend; snap general election still far away
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Daiwa's View
2 February 2024
381 KB
PDF
New anomaly in new NISA era?
Yen selling towards Tokyo middle rate on second business day of every month
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Daiwa's View
31 January 2024
687 KB
PDF
Dec JOLTS report / Quarterly Refunding stabilized term premium
US yields are continuing to face downward pressure on term premium in line with downward revisions to borrowing estimates in Quarterly Refunding
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