London & NY Research

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

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    Daiwa’s research coverage of the euro area and UK economies.

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    Daiwa’s coverage of the US economy from our colleagues in New York

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2021

2020

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  • Euro Wrap-up

    Euro Wrap-up

    13 October 2020 370 KB PDF
    • Bunds made gains as the latest ZEW survey suggested a deterioration in investor expectations of Germany’s economic outlook.
    • Gilts made more sizeable gains as the latest UK labour market data reported a jump in redundancies.
  • US Economic Comment

    US Economic Comment

    12 October 2020 288 KB PDF
    • 2020 elections: implications for the economy
    • The electoral college: an explanation
  • Euro Wrap-up

    Euro Wrap-up

    9 October 2020 530 KB PDF
    • Bunds made gains and BTPs outperformed even as Italian IP posted extremely strong growth.
    • Gilts also made gains as UK GDP fell well short of expectations in August, suggesting that the BoE’s Q3 forecast will prove overly optimistic.
  • US FOMC Review

    US FOMC Review

    8 October 2020 114 KB PDF
    • FOMC Minutes: upbeat views on the economy, but still highly supportive
  • Euro Wrap-up

    Euro Wrap-up

    8 October 2020 348 KB PDF
    • Bunds followed Treasuries higher as the ECB account flagged concerns about the downside risks to the inflation outlook.  
    • Gilts also made more modest gains, as a UK housing survey showed its headline price balance rising to the strongest since mid-2002.
  • Euro Wrap-up

    Euro Wrap-up

    7 October 2020 338 KB PDF
    • Bunds followed Treasuries lower, even though German IP data fell short of expectations.
    • Gilts also made losses, although reports of repeated threats from the UK Government to walk away from talks with the EU on a new FTA if the “outlines of a deal” don’t materialise next week.  
  • Euro wrap-up

    Euro wrap-up

    6 October 2020 332 KB PDF
    • Bunds ended the day little changed as German factory orders data exceeded expectations, but September euro area construction PMIs pointed to ongoing weakness.
    • Gilts were also little changed, despite a strong UK construction PMI survey. 
  • US Data Review

    US Data Review

    6 October 2020 161 KB PDF
    • International trade: Advance in imports exceeds the gain in exports