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

  • Euro Wrap-up

    Euro Wrap-up

    19 August 2020 271 KB PDF
    • Bunds made modest gains and the latest German 30Y auction met with record demand as concerns persisted about the spread of Covid-19 in the region while final euro area inflation figures for July provided no surprises.
    • Gilts made modest losses following an upside surprise to UK inflation in July.
  • US FOMC Review

    US FOMC Review

    19 August 2020 240 KB PDF
    • An unexciting meeting
  • US Data Review

    US Data Review

    18 August 2020 278 KB PDF
    • Housing starts: robust gain in July from an upward revised level...
    • Led by multi-family, but single-family strong as well
  • US Economic Comment

    US Economic Comment

    17 August 2020 299 KB PDF
    • U.S. economy: still on track
    • Inflation: still contained
  • Euro Wrap-up

    Euro Wrap-up

    17 August 2020 325 KB PDF
    • Bunds made gains even as data confirmed that French retail sales rose back above their pre-pandemic level last month.
    • Gilts also made gains despite a more upbeat Rightmove housing market survey, which suggested that asking prices are rising at their fastest pace since 2016.
  • US Data Review

    US Data Review

    14 August 2020 246 KB PDF
    • Retail sales: shy of expectations, but still a good report
    • Industrial production: making progress
    • Consumer sentiment: little changed; lagging other indicators
  • Euro Wrap-up

    Euro Wrap-up

    14 August 2020 510 KB PDF
    • Bunds were little changed as revised euro area GDP figures confirmed the record drop in output and employment in Q2, while monthly trade figures reported ongoing modest recovery at the end of the quarter
    • Gilts were also little changed on a quiet end to the week for UK economic data.  
  • US Data Review

    US Data Review

    12 August 2020 155 KB PDF
    • CPI: energy pressure; reversal of Covid-related discounting, random volatility