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2021

2020

  • Daiwa's View

    Daiwa's View

    30 November 2020 716 KB PDF
    • What does "XX trillion yen" of third extra budget mean?
  • Daiwa's View

    Daiwa's View

    27 November 2020 738 KB PDF
    • Warning bell for premature steepening of yield curve.
  • Daiwa's View

    Daiwa's View

    25 November 2020 775 KB PDF
    • Is upward pressure on yields weakening?
  • Outlook for 40Y JGB auction

    Outlook for 40Y JGB auction

    24 November 2020 928 KB PDF
    • Market participants shouldn't be optimistic about JU13 tap.
  • Daiwa's View

    Daiwa's View

    24 November 2020 1013 KB PDF
    • Things to watch for in FY20 third extra budget, FY21 initial budget.
  • Daiwa's View

    Daiwa's View

    17 November 2020 820 KB PDF
    • US Treasuries bought back at mid-0.9% level
  • Outlook for 20Y JGB auction

    Outlook for 20Y JGB auction

    17 November 2020 1004 KB PDF
    • A smooth auction expected
  • Daiwa's View

    Daiwa's View

    16 November 2020 842 KB PDF
    • Interpretation of market consensus