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

  • Euro Wrap-up

    Euro Wrap-up

    31 March 2021 372 KB PDF
    • Ahead of this evening’s announcement of a further tightening of French pandemic containment measures, Bunds made gains while the flash estimate of euro area inflation in March surprised slightly on the downside.
    • Gilts made losses as the estimate of GDP growth in the second half of 2020 was revised up.
  • Euro Wrap-up

    Euro Wrap-up

    30 March 2021 369 KB PDF
    • Bunds made losses as inflation in Germany and Spain rose again while the Commission’s sentiment survey reported a broad-based improvement in confidence and increases in selling-price expectations in the euro area.
    • Gilts also made losses on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    30 March 2021 155 KB PDF
    • Consumer confidence: a jump in March, but still far below pre-virus levels.
  • US Economic Comment

    US Economic Comment

    29 March 2021 296 KB PDF
    • U.S. economy: on track in the first quarter; likely better thereafter.
  • Euro Wrap-up

    Euro Wrap-up

    26 March 2021 493 KB PDF
    • Bunds made losses as the German ifo business survey added to evidence of improved economic sentiment in the euro area in the current month.
    • Gilts also made losses as UK retail sales picked up somewhat in February.
  • Euro Wrap-up

    Euro Wrap-up

    25 March 2021 330 KB PDF
    • Bunds made gains as data reported a further increase in household and business bank deposits, as well as improved sentiment among German consumers and French firms.
    • Gilts made gains as a UK retail survey disappointed expectations.
  • Euro Wrap-up

    Euro Wrap-up

    24 March 2021 365 KB PDF
    • Bunds made modest gains despite significant upside surprises in the flash PMIs and euro area consumer confidence index for March.
    • With the flash UK PMIs beating expectations, Gilts made modest losses at the shorter end of the curve despite a downside surprise from the latest UK inflation data.
  • US Data Review

    US Data Review

    24 March 2021 148 KB PDF
    • Durable goods orders: off in February, but minimal damage to firm trend.