London & NY Research

  • JAPAN

    Daiwa Europe’s market-leading research on the Japanese economy.

  • EUROPE

    Daiwa’s research coverage of the euro area and UK economies.

  • US

    Daiwa’s coverage of the US economy from our colleagues in New York

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2023

2022

  • US Economic Comment

    US Economic Comment

    14 October 2022 356 KB PDF
    • Consumer inflation: relief in the pipeline?
    • Recent Fed quotes: insights into the (far off) pivot
  • US Data Review

    US Data Review

    13 October 2022 151 KB PDF
    • CPI: energy prices ease; food prices jump; broad pressure in core
  • US Data Review

    US Data Review

    12 October 2022 155 KB PDF
    • PPI: food and energy misbehave; pressure ex food and energy eases
  • Euro wrap-up

    Euro wrap-up

    12 October 2022 491 KB PDF
    • Bunds made losses while euro area IP rebounded in August as supply bottlenecks eased, but production by energy-intensive manufacturers fell.
    • Shorter-dated Gilts made sizeable gains as UK GDP fell more than expected in August to be on track for a non-negligible contraction in Q3; longer-dated Gilts pared back earlier big losses as the BoE stepped up its buying but maintained a threat to exit the market at the end of the week.
  • US FOMC Review

    US FOMC Review

    12 October 2022 111 KB PDF
    • FOMC Minutes: as might be expected (and hoped), focused on inflation
  • Euro Wrap-up

    Euro Wrap-up

    11 October 2022 454 KB PDF
    • While the UK labour market remained very tight amid a further decline in participation, Gilts made gains apart from at the long end of the curve, as the BoE expanded the scope of its purchase operations to include index-linked bonds and postponed its sales of corporate bonds.
    • Bunds followed Gilts higher but BTPs made losses despite some stronger-than-expected Italian IP data.
  • US Data Review

    US Data Review

    7 October 2022 155 KB PDF
    • Employment: decelerating, but still respectable
  • Euro Wrap-up

    Euro Wrap-up

    7 October 2022 548 KB PDF
    • Bunds made losses as German IP data missed expectations while euro area household inflation expectations remained stable but firmly above-target.
    • Gilts also made losses despite a survey suggesting a softening of UK labour market conditions.