Tokyo Research

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2021

2020

  • Daiwa's View

    Daiwa's View

    9 July 2021 757 KB PDF
    • Quite excessive - Current yield declines approaching an end
  • Daiwa's View

    Daiwa's View

    7 July 2021 935 KB PDF
    • Is the Japan/US rate spread too small?
  • Daiwa's View

    Daiwa's View

    7 July 2021 683 KB PDF
    • Net surplus of Y4.5tn appears to have been booked in FY20 general account
  • Daiwa's View

    Daiwa's View

    2 July 2021 970 KB PDF
    • Yield curve may flatten further depending on jobs report and strong dollar
  • Daiwa's View

    Daiwa's View

    30 June 2021 857 KB PDF
    • Change in BOJ’s operation schedule is in line with main objectives of policy assessment
  • Daiwa's View

    Daiwa's View

    29 June 2021 759 KB PDF
    • Return to reflation trade was short-lived
  • Daiwa's View

    Daiwa's View

    28 June 2021 976 KB PDF
    • Return to reflation trade?
  • Daiwa's View

    Daiwa's View

    14 June 2021 938 KB PDF
    • Pause in downtrend in US yields: Another factor.
    • 5-year US OIS yield temporarily at reasonable level.
    • 10-year JGB yield unlikely to fall below 0% for now.