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2021

2020

  • Daiwa's View

    Daiwa's View

    20 July 2021 847 KB PDF
    • US yield fell below 1.2% due to supply/demand and risk-off factors.
    • I. Risk-off scenario is troubling.
    • II. 10-year JGB yield finally testing 0%.
  • Daiwa's View

    Daiwa's View

    19 July 2021 853 KB PDF
    • Points of BOJ measures related to climate change.
    • BOJ doing what it can within its mandate.
  • Daiwa's View

    Daiwa's View

    16 July 2021 872 KB PDF
    • Tremendously strong demand.
    • I. Factors behind yield declines are shifting?
    • II. Decline in overseas yields is spreading to Japan.
  • Daiwa's View

    Daiwa's View

    16 July 2021 691 KB PDF
    • Stocks and bonds rise together
    • Is a dangerous rise in stocks triggering bond buying?
  • Monthly MBS Issue

    Monthly MBS Issue

    16 July 2021 1403 KB PDF
    • Issue size likely to be down 15% Y/Y.
  • Daiwa's View

    Daiwa's View

    15 July 2021 736 KB PDF
    • Points of focus for climate change operations at BOJ’s Jul MPM.
    • Applied interest rates, more flexible term of operations, and guidelines for investment/loans.
  • Daiwa's View

    Daiwa's View

    13 July 2021 614 KB PDF
    • Second fork in the road is approaching
    • Will quantity be rendered toothless or just be withdrawn?
  • Daiwa's View

    Daiwa's View

    12 July 2021 942 KB PDF
    • 20-year JGB auction: Little concern about the auction itself