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

    23 August 2021 277 KB PDF
    • Existing home sales: modest rebound.
  • Euro Wrap-up

    Euro Wrap-up

    20 August 2021 542 KB PDF
    • Bunds were marginally stronger on a quiet end to the week for euro area economic releases.
    • Gilts made gains as UK retail sales figures declined more than expected and consumer confidence eased.
  • US FOMC Review

    US FOMC Review

    19 August 2021 116 KB PDF
    • FOMC: tapering on the horizon.
  • US Data Review

    US Data Review

    18 August 2021 152 KB PDF
    • Housing starts: monthly volatility tracing a flat trend.
  • Euro Wrap-up

    Euro Wrap-up

    18 August 2021 467 KB PDF
    • Bunds made modest gains as final euro area core inflation was confirmed to have temporarily fallen in July and construction output remained weak in June.
    • Gilts were little changed as a downwards surprise to UK inflation in July was offset by the strongest house price inflation since 2004.
  • Euro wrap-up

    Euro wrap-up

    17 August 2021 413 KB PDF
    • Bunds were little changed as updated euro area GDP data for Q221 confirmed the initial estimate of growth of 2%Q/Q, while employment increased in Q2.
    • Shorter-dated Gilts made modest losses, while longer-dated Gilts made modest gains as the UK labour market report pointed to ongoing solid recovery in July.
  • US Data Review

    US Data Review

    17 August 2021 233 KB PDF
    • Retail sales: an adjustment to spring burst; still above pre-pandemic trend
    • Industrial production: manufacturing continuing to catch up; mining improves further
  • US Economic Comment

    US Economic Comment

    16 August 2021 314 KB PDF
    • Consumer sentiment: a new pandemic low.