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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2022

2021

  • US Data Review

    US Data Review

    28 October 2021 228 KB PDF
    • GDP: as expected, slower growth in Q3
  • US Data Review

    US Data Review

    26 October 2021 152 KB PDF
    • New home sales: possibly reviving
    • Consumer confidence: slight improvement in October
  • Euro wrap-up

    Euro wrap-up

    25 October 2021 436 KB PDF
    • Bunds made gains as the German ifo survey flagged ongoing concerns about supply bottlenecks and the Bundesbank suggested that GDP growth would be significantly weaker in Q4.
    • Gilts made modest losses at the longer end even as BoE external member Tenreyro maintained a more dovish stance.
  • Euro Wrap-up

    Euro Wrap-up

    22 October 2021 679 KB PDF
    • Bunds were little changed as the euro area flash PMIs signalled a loss of recovery momentum but ongoing price pressures due to supply constraints.
    • While BoE Chief Economist Pill stated the case for an imminent rate hike, and the flash UK PMIs beat expectations, Gilts made gains as retail sales and consumer confidence came in weaker than expected.
  • US Economic Comment

    US Economic Comment

    22 October 2021 328 KB PDF
    • Food and energy prices: persistent pressure
    • Federal budget: improvement in fiscal year 2021
  • Euro Wrap-up

    Euro Wrap-up

    21 October 2021 411 KB PDF
    • Despite a slight deterioration in euro area consumer confidence, Bunds made further losses while French business confidence remained upbeat.
    • Gilts made further significant losses as a UK manufacturing survey signalled intensified price pressures.
  • US Data Review

    US Data Review

    21 October 2021 155 KB PDF
    • Existing home sales: a budding revival in September.
  • Euro Wrap-up

    Euro Wrap-up

    20 October 2021 514 KB PDF
    • As hawkish Bundesbank President Weidmann announced he would step down at the end of the year, Bunds made gains as euro area inflation in September was confirmed at a 13-year high but the detail suggested that underlying pressures remain relatively limited.
    • Gilts also made gains as UK inflation surprised slightly on the downside, falling to 3.1%Y/Y in September.