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2022

  • Daiwa's View

    Daiwa's View

    28 November 2022 751 KB PDF
    • When the Fed starts to strike a balance between employment and inflation
  • Credit View

    Credit View

    24 November 2022 1222 KB PDF

    The Boeing Company (BA US)

  • Daiwa's View

    Daiwa's View

    22 November 2022 521 KB PDF
    • Pace of rate hikes in US and Europe to slow in December
  • Credit View

    Credit View

    22 November 2022 810 KB PDF
    • General Electric Company (GE US)
  • Daiwa's View

    Daiwa's View

    18 November 2022 890 KB PDF
    • Improvement in liquidity of US Treasuries is likely still a ways off
  • Daiwa's View

    Daiwa's View

    17 November 2022 912 KB PDF
    • US long-term yield declined to the 3.6% level
  • Daiwa's View

    Daiwa's View

    16 November 2022 515 KB PDF
    • JGB yield curve when BOJ ends YCC policy
  • Monthly MBS Issue

    Monthly MBS Issue

    16 November 2022 1334 KB PDF
    • Shocking 30% y/y decline for Flat 35 usage despite unprecedented rate suppression