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

    22 October 2020 356 KB PDF
    • Bunds made losses despite a weakening in euro area and German consumer confidence and a deterioration in French business sentiment.
    • As the EU-UK negotiations resumed, Gilts made significant losses for a second day while a survey illustrated ongoing struggles in consumer-facing services but the Chancellor announced more support for UK businesses.
  • Euro wrap-up

    Euro wrap-up

    21 October 2020 383 KB PDF
    • Bunds made modest losses despite a continued uptrend in new coronavirus cases in the euro area and the likelihood of increased restrictions on activity to come.
    • Gilts made significant losses, particularly at the long end of the curve, as comments from EU chief negotiator Barnier raised expectations of an imminent restart to formal intensive negotiations on an FTA.
  • US Data Review

    US Data Review

    20 October 2020 154 KB PDF
    • Housing starts: multi-family softness obscures single-family strength
  • Euro Wrap-up

    Euro Wrap-up

    16 October 2020 548 KB PDF
    • Bunds made further gains and BTPs rallied as coronavirus cases maintained their uptrend across the euro area and governments mulled new targeted restrictions on activity.
    • Gilts made only modest gains and sterling reversed losses as UK PM Johnson failed to bring a halt to the negotiations with the EU on a new FTA.
  • US Data Review

    US Data Review

    16 October 2020 245 KB PDF
    • Retail sales: another strong advance; most areas above pre-virus levels
    • Industrial production: hesitation in manufacturing
    • Consumer sentiment: modest increase from a low level
  • US Economic Comment

    US Economic Comment

    16 October 2020 312 KB PDF
    • Federal budget: a deep deficit; a surge in debt; does it matter?
    • Unemployment claims: disappointing, but not alarming
  • Euro Wrap-up

    Euro Wrap-up

    15 October 2020 362 KB PDF
    • As governments in several euro area member states further tightened restrictions on activity in response to the intensification of the pandemic, European equities fell, Bunds made big gains and BTPs sold off.
    • Gilts rallied as the UK government announced new restrictions in London and other English regions.
  • US Data Review

    US Data Review

    13 October 2020 154 KB PDF
    • CPI: moderate changes in September after sharp swings