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2019

  • Daiwa's View

    Daiwa's View

    9 October 2019 626 KB PDF
    • Risk assets continue to send warning: neither excessive pessimism nor optimism warranted
  • Outlook for 30Y JGB auction

    Outlook for 30Y JGB auction

    9 October 2019 646 KB PDF
    • Smooth primary sale expected
  • Daiwa's View

    Daiwa's View

    8 October 2019 632 KB PDF
    • Relationship between US-China trade talks and yields: substantial impact on superlong yields
  • Daiwa's View

    Daiwa's View

    4 October 2019 686 KB PDF
    • Concerns about recession: Oct BOJ MPM is ‘live’
  • Daiwa's View

    Daiwa's View

    3 October 2019 672 KB PDF
    • Both at home and abroad, grounds for Japan-specific bear steepening are weakening
  • Daiwa's View

    Daiwa's View

    2 October 2019 754 KB PDF
    • Second day of taper tantrum
  • Daiwa's View

    Daiwa's View

    1 October 2019 784 KB PDF
    • Summary of Opinions at Sep BOJ MPM
  • Outlook for 10Y JGB Auction

    Outlook for 10Y JGB Auction

    30 September 2019 605 KB PDF
    • New 10Y JGBs to be redeemed in September 2029 are expected to carry a 0.1% coupon