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

  • US Economic Comment

    US Economic Comment

    22 April 2022 292 KB PDF
    • U.S. households: strong or strained financially?
    • Federal budget: half-year review.
    • Q1 GDP preview: probably soft, but not deeply troubling.
  • Euro Wrap-up

    Euro Wrap-up

    21 April 2022 566 KB PDF
    • Bunds made significant losses, as ECB Vice President De Guindos stated that a July rate hike is possible, the latest euro inflation data suggested broader price pressures and consumer confidence unexpectedly improved.
    • Gilts also made losses as BoE external member Mann stated that she was considering the case for a 50bps rate hike at May’s policy-setting meeting.
  • US Data Review

    US Data Review

    20 April 2022 153 KB PDF
    • Existing home sales: cooling, although still respectable.
  • Euro Wrap-up

    Euro Wrap-up

    20 April 2022 532 KB PDF
    • With the latest euro area economic activity data decidedly mixed, Bunds followed USTs higher despite a new high in German PPI inflation.
    • Gilts also made gains on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    19 April 2022 153 KB PDF
    • Housing starts: multi-family activity drives gain
  • US Economic Comment

    US Economic Comment

    15 April 2022 302 KB PDF
    • Has inflation peaked? 
    • Gasoline sales: the price system works
  • Euro wrap-up

    Euro wrap-up

    14 April 2022 537 KB PDF
    • Bunds made modest gains at the short end of the curve but larger losses further out as the ECB acknowledged the weaker growth outlook but reaffirmed its expectation that its net asset purchases will end in Q3.
    • Gilts made substantive losses across the curve while a BoE survey pointed to declining availability of UK mortgage loans.
  • US Data Review

    US Data Review

    14 April 2022 151 KB PDF
    • Retail Sales: marked changes in various categories; soft results on balance...
    • ...higher prices affect consumer behavior