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2021

2020

  • Daiwa's View

    Daiwa's View

    11 June 2021 971 KB PDF
    • US long-term yield hit another record low since start of fiscal year.
    • Will downtrend let up soon?
  • Daiwa's View

    Daiwa's View

    9 June 2021 1069 KB PDF
    • US yields hit record lows since start of fiscal year.
    • CPI and Jackson Hole conference non-events?
    • JGBs likely to test level below 0.07%.
  • Daiwa's View

    Daiwa's View

    3 June 2021 910 KB PDF
    • Another factor behind US yields’ continued lack of upward momentum.
    • Impact of China credit impulse?
  • Daiwa's View

    Daiwa's View

    2 June 2021 891 KB PDF
    • Implications of Nikkei interview with Mitsui O.S.K. Lines president.
    • Yields will not rise unless they decline.
  • Daiwa's View

    Daiwa's View

    1 June 2021 928 KB PDF
    • Currency basis may worsen slightly in latter half of year.
    • Uncertain factor for hedge costs.
  • Daiwa's View

    Daiwa's View

    26 May 2021 1029 KB PDF
    • Upward scenario of JGB yields in latter half of year.
    • Is Japan next?
  • Daiwa's View

    Daiwa's View

    21 May 2021 1003 KB PDF
    • US Economic Surprise Index turned negative.
    • Will this trigger flattening?
  • Outlook for 20Y JGB auction

    Outlook for 20Y JGB auction

    20 May 2021 1233 KB PDF
    • Unenthusiastic bidding expected below 0.45%.