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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2022

2021

  • US Economic Comment

    US Economic Comment

    4 October 2021 302 KB PDF
    • Consumer spending: service outlays on track despite Covid.
    • PCE price index: still pressure.
  • US Data Review

    US Data Review

    4 October 2021 147 KB PDF
    • Factory orders: continued upward trend.
  • Euro Wrap-up

    Euro Wrap-up

    1 October 2021 627 KB PDF
    • Bunds made gains even as euro area inflation was confirmed at a 13-year high in September and German retail sales returned to growth in August.
    • Gilts were little changed as the final UK manufacturing PMIs underscored that supply constraints are constraining output and weighing on new orders.
  • Euro Wrap-up

    Euro Wrap-up

    30 September 2021 655 KB PDF
    • Bunds made losses as German inflation rose above 4%Y/Y, while unemployment in the euro area continued to fall.
    • Gilts made more sizeable losses as a significant upwards revision to UK GDP suggested there was less spare capacity in the economy than previously estimated.  
  • Euro Wrap-up

    Euro Wrap-up

    29 September 2021 477 KB PDF
    • Bunds made modest gains even as surveys suggested that euro area economic sentiment remains firm despite ongoing supply disruption and increased price expectations.
    • Gilts also made modest gains despite a slightly stronger UK retail price survey.
  • US Data Review

    US Data Review

    28 September 2021 219 KB PDF
    • International trade in goods: deficit beginning to stabilize
    • Consumer confidence: losing ground
  • US Economic Comment

    US Economic Comment

    27 September 2021 303 KB PDF
    • FOMC: finally, some concrete information on QE.
    • Housing: another shift in preferences?
  • European Banks - Credit Update

    European Banks - Credit Update

    27 September 2021 1162 KB PDF
    • Norwegian regulators indicate lower MREL subordination requirements for banks.
    • ECB intends to widen climate stress tests to include trading operations of banks, while the EBA expects banks to build capital buffers in light of stricter climate-related regulatory demands.
    • Primary markets seemingly shrugged off the Evergrande fallout, as markets rebounded quickly and issuance volumes among SSAs and FIGs were well within expectation.