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


Category Clear
Archive Reset



  • Euro Wrap-up

    Euro Wrap-up

    21 February 2022 600 KB PDF
    • While euro area equities fell as concerns about Ukraine persisted, Bunds made losses as the flash euro area PMIs signalled a rebound in services activity but also record price pressures in the sector.
    • Gilts also made losses as the flash UK PMIs pointed to a marked acceleration in UK economic activity in February.
  • US Data Review

    US Data Review

    18 February 2022 153 KB PDF
    • Existing home sales: firm in January; upper end of elevated range.

  • Euro Wrap-up

    Euro Wrap-up

    18 February 2022 658 KB PDF
    • Bunds made gains as concerns about events in Ukraine intensified and euro area consumer confidence fell to an eleven-month low.
    • Gilts made significant gains as the rise in UK retail sales in January failed to reverse half of the decline in December.
  • US Economic Comment

    US Economic Comment

    18 February 2022 318 KB PDF
    • A possible Fed put? Not this time.
    • Potential inflation brakes: perhaps not so forceful.
  • US Data Review

    US Data Review

    17 February 2022 152 KB PDF
    • Housing starts: easing from an elevated level.
  • US Data Review

    US Data Review

    16 February 2022 235 KB PDF
    • Retail sales: rebound in January from slide in December.
    • Industrial production: utility-led increase.
  • Euro Wrap-up

    Euro Wrap-up

    16 February 2022 484 KB PDF
    • Bunds made gains despite hawkish commentary from certain ECB Governing Council members, while euro area industrial production data for December beat expectations.  
    • Gilts made more significant gains even as UK headline and core inflation rates rose to thirty-year highs.
  • US FOMC Review

    US FOMC Review

    16 February 2022 112 KB PDF
    • FOMC Minutes: no new insights