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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2024

2023

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  • US Data Review

    US Data Review

    27 April 2023 157 KB PDF
    • Q1 GDP: headline restrained by drag from inventory investment; solid final demand
    • Inflation remained brisk
  • Euro Wrap-up

    Euro Wrap-up

    27 April 2023 556 KB PDF
    • Bunds followed USTs lower, even as the European Commission’s economic survey implied a more muted economic recovery than the PMIs had done and the price expectations moderated further.  
    • Gilts also made losses on a quiet day for UK economic data.
  • US Data Review

    US Data Review

    26 April 2023 227 KB PDF
    • Durable goods orders: jump in headline driven by volatility in aircraft; booking ex. transportation moving sideways
    • International trade: surprise narrowing in the goods deficit for March
  • Euro wrap-up

    Euro wrap-up

    26 April 2023 265 KB PDF
    • Bunds made significant gains at the short end of the curve despite a further pickup in German consumer confidence.
    • Gilts made losses as a survey pointed to a firm rebound in UK retail sales in April.
  • Euro Wrap-up

    Euro Wrap-up

    24 April 2023 415 KB PDF
    • Shorter-dated Bunds made losses as ECB hawk Schnabel reiterated that another 50bps hike was possible in May, while the Bundesbank revised up its assessment of Germany’s economic performance in Q1.
    • Gilts also made losses on a quiet day for UK economic data. 
  • Euro Wrap-up

    Euro Wrap-up

    21 April 2023 647 KB PDF
    • Bunds made losses as the flash euro area PMIs suggested strengthening economic growth momentum led by services.
    • Despite a drop in UK retail sales, Gilts made losses at the short end of the curve as the flash UK PMIs also beat expectations to point to strengthening demand, and as consumer confidence rose to a 14-month high.
  • Euro Wrap-up

    Euro Wrap-up

    20 April 2023 449 KB PDF
    • Despite a further improvement in consumer confidence to the best level since Russia’s invasion of Ukraine, and a sharp narrowing in the euro area’s goods trade deficit to a 16-month low, Bunds followed USTs higher.
    • On a quiet day for UK economic news, Gilts also made significant gains.
  • Euro Wrap-up

    Euro Wrap-up

    19 April 2023 519 KB PDF
    • Bunds made losses while the rise in euro area core inflation in March was confirmed and data also suggested that construction activity provided a boost to euro area GDP in Q1.
    • Gilts made much bigger losses as, contrary to expectations, UK CPI inflation remained in double-digits and core inflation failed to fall.