London & NY Research


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


    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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  • Euro wrap-up

    Euro wrap-up

    24 August 2021 519 KB PDF
    • Bunds were little changed as updated German GDP figures brought a modest upwards revision to growth in Q221 and confirmed that household consumption principally supported the recovery.  
    • Gilts were also little changed on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    24 August 2021 276 KB PDF
    • New home sales: upward revisions and further improvement in July, but still slow.
  • Euro Wrap-up

    Euro Wrap-up

    23 August 2021 436 KB PDF
    • Bunds made modest losses as the flash euro area PMIs were consistent with ongoing solid recovery, despite easing in August.
    • Gilts also made losses despite a more pronounced drop in the flash UK PMIs in August, signalling a further moderation in the recovery momentum.
  • US Data Review

    US Data Review

    23 August 2021 277 KB PDF
    • Existing home sales: modest rebound.
  • Euro Wrap-up

    Euro Wrap-up

    20 August 2021 542 KB PDF
    • Bunds were marginally stronger on a quiet end to the week for euro area economic releases.
    • Gilts made gains as UK retail sales figures declined more than expected and consumer confidence eased.
  • US FOMC Review

    US FOMC Review

    19 August 2021 116 KB PDF
    • FOMC: tapering on the horizon.
  • US Data Review

    US Data Review

    18 August 2021 152 KB PDF
    • Housing starts: monthly volatility tracing a flat trend.
  • Euro Wrap-up

    Euro Wrap-up

    18 August 2021 467 KB PDF
    • Bunds made modest gains as final euro area core inflation was confirmed to have temporarily fallen in July and construction output remained weak in June.
    • Gilts were little changed as a downwards surprise to UK inflation in July was offset by the strongest house price inflation since 2004.