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2021

2020

  • Daiwa's View

    Daiwa's View

    10 February 2021 732 KB PDF
    • Exaggerated inflation expectations, news from those involved in BOJ’s March assessment meeting.
  • Daiwa's View

    Daiwa's View

    5 February 2021 846 KB PDF
    • A return to reflation trade is not the only reason behind US yield steepening.
  • Outlook for 10Y JGBi auction

    Outlook for 10Y JGBi auction

    5 February 2021 981 KB PDF
    • In a favorable environment, BEI may rise near to 20bp.
  • Daiwa's View

    Daiwa's View

    4 February 2021 727 KB PDF
    • True value of JGB yields is around 0.7%; 20-year yield is at a level where we should buy on dips.
  • Daiwa's View

    Daiwa's View

    3 February 2021 864 KB PDF
    • Around 0.1% is upper limit of 10-year JGB yield even after re-widening of the trading band?
  • Outlook for 30Y JGB auction

    Outlook for 30Y JGB auction

    3 February 2021 976 KB PDF
    • Attractive in terms of absolute yield level.
  • Daiwa's View

    Daiwa's View

    1 February 2021 780 KB PDF
    • Background behind valuation corrections.
  • Outlook for 10Y JGB auction

    Outlook for 10Y JGB auction

    1 February 2021 966 KB PDF
    • Placing bids to take around the lowest accepted price with a high probability of the auction going to tail in mind.