Tokyo Research

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2020

2019

  • Daiwa's View

    Daiwa's View

    12 September 2019 566 KB PDF
    • Inflation indicators also warrant attention
  • Daiwa's View

    Daiwa's View

    11 September 2019 680 KB PDF
    • De-escalation of US-China trade tension would also put upward pressure on yields
  • Daiwa's View

    Daiwa's View

    10 September 2019 508 KB PDF
    • Rising yields amid risk-on mode
  • Daiwa's View

    Daiwa's View

    9 September 2019 641 KB PDF
    • JGB market expected to become jittery, reflecting Governor Kuroda interview
  • Daiwa's View

    Daiwa's View

    6 September 2019 692 KB PDF
    • Points of reference for rebound of 10-year and 20-year JGBs estimated at –0.2% and 0.1%
  • Daiwa's View

    Daiwa's View

    5 September 2019 751 KB PDF
    • Speech by BOJ board member Goushi Kataoka and equilibrium yield curve
  • Daiwa's View

    Daiwa's View

    4 September 2019 812 KB PDF
    • Forward rates factoring in substantial rate cuts
    • If BOJ intends to deepen negative rates at Sep MPM, important newsflow may emerge soon
  • Daiwa's View

    Daiwa's View

    3 September 2019 691 KB PDF
    • Increasing influence of overseas investors confirmed in questionnaires