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

FILTER DOCUMENTS

Category Clear
Archive Reset

2022

2021

  • Euro Wrap-up

    Euro Wrap-up

    28 April 2021 335 KB PDF
    • Bunds made losses despite a slight weakening of German consumer confidence.
    • Gilts also made losses as a survey of UK retail prices pointed to a reduction in downward price pressure in April.
  • US Data Review

    US Data Review

    28 April 2021 151 KB PDF
    • International trade in goods: exports and imports surge in March; deficit widens.
  • Euro wrap-up

    Euro wrap-up

    27 April 2021 335 KB PDF
    • Bunds were little changed while the ECB confirmed gross PEPP purchases of €25.0bn last week – the second highest since June – amid modest redemptions, while Italian business confidence rose to a pandemic high.
    • Gilts made modest losses despite an upbeat UK retail survey.
  • US Economic Comment

    US Economic Comment

    26 April 2021 289 KB PDF
    • Unemployment claims: noticeable decline; unclear meaning.
    • Previews: GDP and FOMC.
  • European Banks - Credit Update

    European Banks - Credit Update

    26 April 2021 971 KB PDF
    • 1Q21 Archegos losses overshadow otherwise robust underlying performance at Credit Suisse.
    • EU Taxonomy starts defining sustainable finance market with immediate benefit for covered bonds.
    • One of the quietest weeks of the years for primary SSA and FIG issuance volumes, while spreads in the secondary market firmed up in EUR and USD alike.
  • US Data Review

    US Data Review

    26 April 2021 148 KB PDF
    • Durable goods orders: constrained by aircraft bookings; moderately favorable elsewhere.
  • Euro Wrap-up

    Euro Wrap-up

    26 April 2021 313 KB PDF
    • Bunds were little changed while reports suggested that the German government is set to revise up its 2021 GDP forecast and the ifo survey suggested that business conditions continue to improve.
    • Gilts followed USTs slightly lower on a quiet day for economic data from the UK.
  • US Data Review

    US Data Review

    23 April 2021 152 KB PDF
    • New home sales: sharp gain from an upwardly revised level.