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

    20 November 2020 545 KB PDF
    • After leaders failed to resolve their impasse over the EU budget, Bunds made gains as euro area consumer confidence fell to a six-month low.
    • Despite strong retail sales data, Gilts made gains as UK consumer confidence weakened too.
  • Euro Wrap-up

    Euro Wrap-up

    19 November 2020 351 KB PDF
    • Ahead of this evening’s leaders’ teleconference, which appeared unlikely to resolve the impasse over the EU budget and recovery funds, Bunds made gains as data confirmed a drop in euro area construction output at end-Q3.
    • While the EU-UK negotiations were suspended as one participant tested positive for coronavirus, Gilts made modest gains as business surveys pointed to a loss of recovery momentum in the UK.
  • US Data Review

    US Data Review

    19 November 2020 157 KB PDF
    • Existing home sales: a blistering recovery.
  • US Data Review

    US Data Review

    18 November 2020 157 KB PDF
    • Housing starts: strong recovery led by single-family building
  • Euro Wrap-up

    Euro Wrap-up

    18 November 2020 381 KB PDF
  • US Data Review

    US Data Review

    17 November 2020 229 KB PDF
    • Retail sales: modest increase in October, but still-firm recovery
    • Industrial production: recovery on track
    • Home builder index: another new record
  • US Economic Comment

    US Economic Comment

    16 November 2020 316 KB PDF
    • The virus vs. the vaccine: early thoughts on growth and interest rate implications
  • Euro Wrap-up

    Euro Wrap-up

    13 November 2020 486 KB PDF
    • Bunds and other euro area government bonds made gains while data reported a rebound in the region’s employment in Q3 and an acceleration in export growth in September.
    • Gilts were little changed as the EU-UK negotiations ended the week with little evidence of progress.