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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2020

  • Euro wrap-up

    Euro wrap-up

    25 August 2020 377 KB PDF
    • Bunds and other euro area government bonds made significant losses as the latest German ifo survey signalled ongoing economic recovery. 
    • Gilts also followed USTs lower despite a weaker-than-expected UK retail sector survey.
  • US Data Review

    US Data Review

    25 August 2020 239 KB PDF
    • New home sales: vigorous
    • Consumer confidence: a surprising drop
  • Euro Wrap-up

    Euro Wrap-up

    21 August 2020 681 KB PDF
    • Bunds made modest gains as the flash euro area PMIs fell short of expectations and signalled a loss of recovery momentum.
    • Gilts also made gains even as the UK’s composite PMI rose to a seven-year high and the level of retail sales returned back above the pre-pandemic peak.
  • US Economic Comment

    US Economic Comment

    21 August 2020 713 KB PDF
    • The housing market: recovering briskly
    • Covid: hitting essentially all economies, although wide variation in degree 
  • Euro Wrap-up

    Euro Wrap-up

    20 August 2020 358 KB PDF
    • Bunds made gains as concerns about coronavirus infections continued to mount, while the ECB’s account suggested that the Governing Council would be in a better position to reassess the policy stance next month.
    • Gilts also made modest gains on a quiet day for UK economic releases.
  • Euro Wrap-up

    Euro Wrap-up

    19 August 2020 271 KB PDF
    • Bunds made modest gains and the latest German 30Y auction met with record demand as concerns persisted about the spread of Covid-19 in the region while final euro area inflation figures for July provided no surprises.
    • Gilts made modest losses following an upside surprise to UK inflation in July.
  • US FOMC Review

    US FOMC Review

    19 August 2020 240 KB PDF
    • An unexciting meeting
  • US Data Review

    US Data Review

    18 August 2020 278 KB PDF
    • Housing starts: robust gain in July from an upward revised level...
    • Led by multi-family, but single-family strong as well