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2019

  • Forex Market View

    Forex Market View

    29 August 2019 552 KB PDF
    • Will China make removal (or delay) of US tariffs a condition for talks?
    • China's tolerance of yuan weakening indicates a confrontational posture with the US
    • Declining US interest rates and risk-off moves putting downward pressure on the USD/JPY
  • Daiwa's View

    Daiwa's View

    29 August 2019 685 KB PDF
    • Requirements for successful reduction in negative interest rates
    • Diligent advance preparations necessary
  • Daiwa's View

    Daiwa's View

    28 August 2019 629 KB PDF
    • Will BOJ also conduct additional easing?
  • Daiwa's View

    Daiwa's View

    23 August 2019 806 KB PDF
    • Non-JGBs also entered era of issuance at negative yields
  • Forex Market View

    Forex Market View

    22 August 2019 579 KB PDF
    • JPY/USD levels based on Japan/US rate spread
  • Daiwa's View

    Daiwa's View

    21 August 2019 781 KB PDF
    • Excessive cheapness will not continue
  • Daiwa's View

    Daiwa's View

    20 August 2019 411 KB PDF
    • Will concerns about recession prove unfounded?
  • JGB Insight - YCC policy facing ordeal

    JGB Insight - YCC policy facing ordeal

    19 August 2019 517 KB PDF
    • The BOJ cut the offer amount in the 5-10Y zone. However, the relatively small reduction temporarily pushed the 10Y JGB yield down to -0.255% after the operation notice.