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

    11 August 2021 149 KB PDF
    • CPI: some easing, some signs of pressure
  • Euro wrap-up

    Euro wrap-up

    9 August 2021 414 KB PDF
    • Bunds were little changed, as a survey suggested euro area investors were less upbeat about the outlook, while German export volumes moved sideways in Q2.
    • Gilts reversed some of Friday’s losses on a quiet day for UK economic news.
  • Euro wrap-up

    Euro wrap-up

    6 August 2021 492 KB PDF
    • Despite some weaker German production figures as supply bottlenecks continue to weigh, Bunds followed USTs notably lower after a strong US payrolls report.
    • Gilts also made substantial losses, while a UK labour market survey revealed ongoing wage pressures as demand for candidates outpaces supply.
  • US Data Review

    US Data Review

    6 August 2021 199 KB PDF
    • Labour market: Vigorous in July
  • US Economic Comment

    US Economic Comment

    6 August 2021 297 KB PDF
    • Labour market: good progress, but not quite “substantial”
    • Forecast update: somewhat slower growth, but still on track
  • Euro wrap-up

    Euro wrap-up

    5 August 2021 457 KB PDF
    • Bunds were little changed despite some stronger-than-expected German factory orders data.
    • Gilts made losses as the BoE left policy unchanged but suggested that modest tightening over the coming three years is likely to be necessary.
  • US Data Review

    US Data Review

    4 August 2021 151 KB PDF
    • ISM services: record reading indicates strong activity.
  • Euro Wrap-up

    Euro Wrap-up

    4 August 2021 476 KB PDF
    • Bunds made modest gains as some positive euro area retail sales figures were counterbalanced by weak German auto sales and production data.
    • Shorter-dated Gilts made modest losses as the final UK services PMIs were revised higher.