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

    30 August 2022 230 KB PDF
    • Consumer confidence: modest rebound from a low level
    • JOLTS: openings off record high, but still elevated
  • US Data Review

    US Data Review

    26 August 2022 225 KB PDF
    • Inflation: food prices jump, energy prices ease, core increases modestly
    • Real consumer spending: results for July suggest subdued growth in Q3
    • International trade in goods: soft imports; narrower deficit
  • US Data Review

    US Data Review

    25 August 2022 158 KB PDF
    • Q2 GDP: modest upward revision led by consumer spending
    • Gross Domestic Income (GDI) suggests a better performance in the economy
  • Euro Wrap-up

    Euro Wrap-up

    25 August 2022 635 KB PDF
    • Bunds made gains as the German ifo survey indicated a gloomy outlook with increasing likelihood of contraction in H222, while the ECB confirmed that some Governing Council members argued for a hike of just 25bps in July but that the hawks maintain a large majority.
    • Gilts also made big gains despite a more upbeat UK retail sales survey. 
  • US Data Review

    US Data Review

    24 August 2022 152 KB PDF
    • Durable goods orders: upward drift excluding transportation
    • Pickup in shipments suggests modest advance in equipment spending in Q3
  • Euro wrap-up

    Euro wrap-up

    23 August 2022 486 KB PDF
    • Bunds made gains at the shorter end of the curve as the euro area flash PMIs suggested that the euro area economy is contracting.
    • Gilts made further losses as the UK composite PMI fell to an 18-month low but remained above the key 50 mark.
  • State Development Bank of Poland (BGK) - Issuer Profile
  • Euro Wrap-up

    Euro Wrap-up

    19 August 2022 562 KB PDF
    • Bunds continued to sell off as German producer price data surprised significantly on the upside.
    • Despite a new series low in UK consumer confidence, Gilts also made big losses as UK retail sales slightly beat expectations.