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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2022

2021

  • Euro Wrap-up

    Euro Wrap-up

    3 September 2021 571 KB PDF
    • Bunds made losses despite some weaker data for euro area retail sales, and German car production and sales, and downward revisions to the euro area services PMIs.  
    • Gilts also made losses despite a notable weakening in the UK services PMIs.
  • Euro Wrap-up

    Euro Wrap-up

    2 September 2021 409 KB PDF
    • Bunds made modest gains while the SPD maintained a lead in the latest German election poll and euro area producer price inflation rose to a multi-decade high.
    • Gilts also made modest gains on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    2 September 2021 391 KB PDF
    • International trade: strong goods exports; Olympic-related weakness in services.
    • Factory orders: manufacturing in track.
  • US Data Review

    US Data Review

    1 September 2021 330 KB PDF
    • ISM: strong orders and production; employment lags; improvement in supply chains.
    • Construction: modest increase led by residential; business & government remain soft.
  • Euro Wrap-up

    Euro Wrap-up

    1 September 2021 599 KB PDF
    • Bunds made modest further losses at the long end of the curve as euro area unemployment continued to decline but German retail sales fell sharply at the start of Q3.
    • Gilts made gains as a further strong increase in UK house prices contrasted with a subdued survey of high street prices.
  • Euro wrap-up

    Euro wrap-up

    31 August 2021 514 KB PDF
    • Bunds made notable losses as euro area flash inflation in August surprised on the upside and ECB hawks called for asset purchases to be pared back.
    • Despite some weak bank lending data, Gilts also made losses as a UK business survey suggested economic optimism was at its strongest for four years. 
  • US Economic Comment

    US Economic Comment

    27 August 2021 516 KB PDF
    • Powell at Jackson Hole: little new information on tapering, but a strong dovish tone
  • US Data Review

    US Data Review

    26 August 2021 280 KB PDF
    • Q2 Revised GDP: modest changes in both rate and sources of growth.