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2021

2020

  • Daiwa's View

    Daiwa's View

    28 April 2021 749 KB PDF
    • BOJ still bullish on the economy, but far from 2% target.
    • Questions at Governor Kuroda's press conference focused on 2% inflation target shortfall.
  • Daiwa's View

    Daiwa's View

    26 April 2021 871 KB PDF
    • BOJ to release wishful report amid declaration of state of emergency.
    • Main factors in FY21 are vaccinations and cut in mobile phone communication fees.
  • Daiwa's View

    Daiwa's View

    22 April 2021 1082 KB PDF
    • Apr BOJ Financial System Report: Strengthening of interlinkage of global financial systems, for which “epicenter” is non-banks.
  • Daiwa's View

    Daiwa's View

    22 April 2021 787 KB PDF
    • Bond market not swayed by exit strategy.
    • Time needed before speculation on exit strategy leads to rise in yields.
  • Daiwa's View

    Daiwa's View

    20 April 2021 1018 KB PDF
    • European-version “Happy yield increase” and 20-year JGB auction.
  • Daiwa's View

    Daiwa's View

    19 April 2021 1248 KB PDF
    • Implications of correlation between copper prices and US long-term yields.
  • Daiwa's View

    Daiwa's View

    16 April 2021 826 KB PDF
    • Short-cover rally pushed down yield to below 1.6%.
  • Daiwa's View

    Daiwa's View

    14 April 2021 726 KB PDF
    • Fateful August?
    • Two trend lines expected to cross again.