London & NY Research


    Daiwa Europe’s market-leading research on the Japanese economy.


    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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  • US Economic Comment

    US Economic Comment

    2 August 2021 288 KB PDF
    • The U.S. economy in H2: challenges and promises.
    • Inflation watch: deceleration in PCE price index; acceleration in wages.
  • US Data Review

    US Data Review

    2 August 2021 152 KB PDF
    • ISM manufacturing: constrained by supply-side factors, but still elevated.
    • Construction: residential advancing; business & government soft.
  • Euro Wrap-up

    Euro Wrap-up

    2 August 2021 468 KB PDF
    • Despite some firm German retail sales data, Bunds made gains.  
    • Gilts also made gains while the final UK manufacturing PMIs confirmed the softer picture of the sector provided by the flash survey.
  • Euro Wrap-up

    Euro Wrap-up

    30 July 2021 661 KB PDF
    • Bunds made modest gains as German GDP fell short of expectations in Q2 but flash euro area Q2 GDP and July inflation surprised on the upside.  
    • Gilts also made modest gains on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    29 July 2021 229 KB PDF
    • Q2 GDP: shy of expectations, but a respectable performance.
  • Euro Wrap-up

    Euro Wrap-up

    29 July 2021 485 KB PDF
    • Bunds closed the day little changed having initially made losses as the Commission’s economic sentiment indicator rose to a new record and German HICP inflation jumped to a thirteen-year high.
    • Gilts ended the day marginally higher, with UK car production figures reporting ongoing difficulties associated with supply shortages.
  • Euro wrap-up

    Euro wrap-up

    28 July 2021 427 KB PDF
    • Bunds made modest gains as German and French consumer sentiment surveys were softer than expected, but Italian consumer and business confidence reached new multi-year highs.
    • Gilts made modest losses even as UK house price inflation moderated and shop price inflation weakened.
  • US Data Review

    US Data Review

    28 July 2021 150 KB PDF
    • International trade in goods: moderate exports, strong imports; more slippage