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 Data Review

    US Data Review

    17 August 2022 151 KB PDF
    • Retail sales: a mixed, but generally favorable, performance in July
  • Euro Wrap-up

    Euro Wrap-up

    17 August 2022 452 KB PDF
    • Gilts made big losses, with the 2-10Y curve inverted, as UK CPI inflation jumped into double-digits for the first time in at least four decades, with price pressures broad-based.
    • Bunds followed Gilts lower while euro area GDP growth in Q2 was revised down a touch and employment rose for the fifth consecutive quarter but at a softer pace.
  • US FOMC Review

    US FOMC Review

    17 August 2022 111 KB PDF
    • FOMC Minutes: no specifics on magnitude of future rate increases…
    • …but clear signals on direction and hints on duration
  • US Data Review

    US Data Review

    16 August 2022 223 KB PDF
    • Housing starts: plunge in activity led by single-family building 
    • Industrial production: mining continues to advance...
    • ...manufacturing up in July but little changed in recent months
  • Euro wrap-up

    Euro wrap-up

    16 August 2022 546 KB PDF
    • Bunds made sizeable losses despite a downbeat German ZEW investor sentiment survey that signalled growing fears of recession, while the euro area’s goods trade deficit widened as exports slipped back.
    • Gilts made bigger losses across the curve as UK basic pay accelerated in nominal terms but fell at a record rate in real terms.
  • Euro Wrap-up

    Euro Wrap-up

    12 August 2022 565 KB PDF
    • Bunds made losses, particularly at the short end, as data confirmed that euro area IP made a positive contribution to GDP growth in Q2 as supply constraints eased somewhat.
    • Gilts made losses across the curve even as data confirmed a drop in UK GDP in Q2.
  • US Economic Comment

    US Economic Comment

    12 August 2022 530 KB PDF
    • Inflation: trending lower, or lingering?
    • If inflation lingers, so too will tight monetary policy
  • US Data Review

    US Data Review

    10 August 2022 348 KB PDF
    • CPI: finally, a soft reading
    • Lower energy prices, and help from some core items