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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2021

2020

  • US Data Review

    US Data Review

    26 August 2021 280 KB PDF
    • Q2 Revised GDP: modest changes in both rate and sources of growth.
  • Euro Wrap-up

    Euro Wrap-up

    26 August 2021 587 KB PDF
    • Bunds were little changed, as surveys suggested that German consumers and French businesses were a touch less upbeat, while euro area lending figures saw continued growth in lending to NFCs.  
    • Gilts were fractionally stronger as UK car production in July was the weakest for that month since 1956.
  • US Data Review

    US Data Review

    25 August 2021 274 KB PDF
    • Durable Goods Orders: constrained by the aircraft sector.
  • Euro Wrap-up

    Euro Wrap-up

    25 August 2021 363 KB PDF
    • Despite a softer German ifo survey, Bunds made notable losses as polls suggested that the German SPD party went ahead of the CDU for the first time in fifteen years.
    • Gilts also made losses as a UK retail survey pointed to strong sales growth in August.
  • Euro wrap-up

    Euro wrap-up

    24 August 2021 519 KB PDF
    • Bunds were little changed as updated German GDP figures brought a modest upwards revision to growth in Q221 and confirmed that household consumption principally supported the recovery.  
    • Gilts were also little changed on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    24 August 2021 276 KB PDF
    • New home sales: upward revisions and further improvement in July, but still slow.
  • Euro Wrap-up

    Euro Wrap-up

    23 August 2021 436 KB PDF
    • Bunds made modest losses as the flash euro area PMIs were consistent with ongoing solid recovery, despite easing in August.
    • Gilts also made losses despite a more pronounced drop in the flash UK PMIs in August, signalling a further moderation in the recovery momentum.
  • US Data Review

    US Data Review

    23 August 2021 277 KB PDF
    • Existing home sales: modest rebound.