London & NY Research

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

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

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

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2022

2021

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  • International Finance Corporation (IFC) - Issuer Profile

    International Finance Corporation (IFC) - Issuer Profile

    13 September 2021 770 KB PDF
  • Euro Wrap-up

    Euro Wrap-up

    10 September 2021 658 KB PDF
    • Bunds and other euro area government bonds reversed some of yesterday’s gains as data from the member states pointed to a resumption of euro area industrial production growth in July.
    • Gilts made modest losses at the longer end of the curve, outperforming other major sovereign bonds as UK GDP data showed a significant loss of growth momentum in July.
  • US Economic Comment

    US Economic Comment

    10 September 2021 303 KB PDF
    • Inflation watch: pressure at the producer level
    • Inflation views: Fed officials versus the Beige Book
  • Euro Wrap-up

    Euro Wrap-up

    9 September 2021 468 KB PDF
    • Bunds made significant gains and periphery bonds outperformed as the ECB signalled that its net PEPP purchases are expected to be conducted at a “moderately lower pace” over the coming quarter.
    • Gilts made modest gains at the longer end of the curve as surveys pointed to ongoing labour shortages but a slowing of housing market activity.
  • Euro Wrap-up

    Euro Wrap-up

    7 September 2021 440 KB PDF
    • Bunds made losses as German industrial production, including autos output, returned to growth in July while euro area GDP growth in Q2 was revised up.
    • Gilts also followed USTs lower even as the UK government announced tax rises to pay for extra spending on health and social care, and a survey signalled a slowing in retail sales.
  • US Economic Comment

    US Economic Comment

    6 September 2021 319 KB PDF
    • Taper prospects: dampened by the slow job growth in August.
    • And by a likely easing in Q3 GDP growth.
  • Euro Wrap-up

    Euro Wrap-up

    6 September 2021 418 KB PDF
    • Bunds were little changed as German factory orders data surprised on the upside but the euro area construction PMIs signalled a fall in activity.
    • Gilts made gains as new BoE MPC member Mann noted structural changes that suggest she is not overly concerned about upside risks to inflation while the UK construction PMIs indicated an easing of growth in the sector.
  • US Data Review

    US Data Review

    3 September 2021 223 KB PDF
    • Employment: hesitancy in hiring.
    • ISM services: off moderately from a record level; still elevated.