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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2021

2020

  • US Data Review

    US Data Review

    4 June 2021 200 KB PDF
    • The May employment report: respectable.
  • Euro Wrap-up

    Euro Wrap-up

    4 June 2021 556 KB PDF
    • Bunds followed USTs higher while euro area retail sales fell more than expected and German car production and registrations remained well below pre-pandemic levels.
    • Gilts made significant gains despite strong surveys of the UK’s labour market and construction sector.
  • US Data Review

    US Data Review

    3 June 2021 151 KB PDF
    • ISM services index: new record level.
  • US Data Review

    US Data Review

    1 June 2021 152 KB PDF
    • ISM: firm activity in manufacturing despite supply-chain issues.
    • Construction: residential building continues to advance; slow in the business and government sectors.
  • US Economic Comment

    US Economic Comment

    31 May 2021 294 KB PDF
    • PCE inflation: transitory pressure, but still upside risks.
    • Q2 insights: continued consumer support; possible boost from trade.
  • Euro Wrap-up

    Euro Wrap-up

    28 May 2021 544 KB PDF
    • Despite a very strong Commission sentiment survey, Bunds made modest gains while consumer price expectations remained well-contained and the flash estimate of French inflation in May suggested that underlying price pressures remain subdued.
    • Gilts followed USTs higher while a business survey suggested that wage and price expectations remain well-contained despite strong sentiment.
  • US Data Review

    US Data Review

    27 May 2021 232 KB PDF
    • Durable goods orders: random volatility in transportation; firm elsewhere.
    • Revised GDP: consumer spending adjusted higher; net exports & inventory investment revised lower.
  • Euro Wrap-up

    Euro Wrap-up

    27 May 2021 364 KB PDF
    • Bunds followed USTs lower while surveys from the large euro area member states continued to report improved business and consumer confidence.
    • Gilts also made losses on another quiet day for economic news from the UK.