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

    18 November 2020 157 KB PDF
    • Housing starts: strong recovery led by single-family building
  • Euro Wrap-up

    Euro Wrap-up

    18 November 2020 381 KB PDF
  • US Data Review

    US Data Review

    17 November 2020 229 KB PDF
    • Retail sales: modest increase in October, but still-firm recovery
    • Industrial production: recovery on track
    • Home builder index: another new record
  • US Economic Comment

    US Economic Comment

    16 November 2020 316 KB PDF
    • The virus vs. the vaccine: early thoughts on growth and interest rate implications
  • Euro Wrap-up

    Euro Wrap-up

    13 November 2020 486 KB PDF
    • Bunds and other euro area government bonds made gains while data reported a rebound in the region’s employment in Q3 and an acceleration in export growth in September.
    • Gilts were little changed as the EU-UK negotiations ended the week with little evidence of progress.
  • US Data Review

    US Data Review

    12 November 2020 155 KB PDF
    • CPI: broad-based restraint
  • Euro Wrap-up

    Euro Wrap-up

    12 November 2020 369 KB PDF
    • Following yesterday’s dovish remarks from ECB President Lagarde, Bunds made gains and BTP spreads narrowed further as data confirmed a drop in euro area industrial production in September.
    • Gilts also made significant gains as Q3 GDP data confirmed that the UK economic recovery continues to lag that of the other major economies and reports suggested a continued lack of progress in the EU-UK negotiations.
  • Euro Wrap-up

    Euro Wrap-up

    10 November 2020 382 KB PDF
    • Bunds followed USTs lower while IP data from euro area member states were mixed and the latest ZEW investor survey appeared excessively downbeat as hopes for an effective coronavirus vaccine were maintained.
    • Gilts also weakened despite a record level of UK redundancies and a drop in payrolls even ahead of the latest English lockdown.