London & NY Research


    Daiwa Europe’s market-leading research on the Japanese economy.


    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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  • US Data Review

    US Data Review

    22 July 2021 155 KB PDF
    • Existing home sales: modest pickup.
  • Euro Wrap-up

    Euro Wrap-up

    22 July 2021 414 KB PDF
    • Bunds made gains as the ECB unveiled new forward policy guidance implying that interest rates are unlikely to rise for years to come.
    • Gilts also made gains as BoE Deputy Governor Broadbent suggested that the current rise in inflation did not merit a change to monetary policy.
  • Euro Wrap-up

    Euro Wrap-up

    20 July 2021 400 KB PDF
    • As concerns about the spread of the delta variant persisted, Bunds rallied despite survey evidence of an increase in business demand for bank loans and a rise in German producer price inflation to the highest since 1982.
    • On a quiet day for UK news, Gilts reversed initial gains to end the day little changed.
  • US Economic Comment

    US Economic Comment

    19 July 2021 294 KB PDF
    • Inflation: not entirely benign.
  • Euro Wrap-up

    Euro Wrap-up

    19 July 2021 429 KB PDF
    • Bunds followed USTs higher even as the Bundesbank predicted a return of German GDP to the pre-pandemic level this quarter, while euro area construction and French retail sales data posted growth.
    • Gilts rallied as external MPC members Haskel and Mann argued against a pre-emptive tightening of BoE monetary policy.
  • Euro Wrap-up

    Euro Wrap-up

    16 July 2021 636 KB PDF
    • Bunds made gains as euro area inflation was confirmed to have eased slightly in June and exports fell in May.
    • Gilts reversed yesterday’s losses on a quiet day for UK economic news.
  • Euro Wrap-up

    Euro Wrap-up

    15 July 2021 402 KB PDF
    • Gilts made significant losses after two members of the BoE’s MPC made hawkish comments while data showed significant positive momentum in the UK’s labour market.
    • On a quiet day for economic news from the euro area, Bunds followed USTs higher at the longer end of the curve.
  • US Data Review

    US Data Review

    15 July 2021 147 KB PDF
    • Industrial production: auto constrained; moderate elsewhere.