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

  • Euro Wrap-up

    Euro Wrap-up

    13 November 2020 486 KB PDF
    • Bunds and other euro area government bonds made gains while data reported a rebound in the region’s employment in Q3 and an acceleration in export growth in September.
    • Gilts were little changed as the EU-UK negotiations ended the week with little evidence of progress.
  • US Data Review

    US Data Review

    12 November 2020 155 KB PDF
    • CPI: broad-based restraint
  • Euro Wrap-up

    Euro Wrap-up

    12 November 2020 369 KB PDF
    • Following yesterday’s dovish remarks from ECB President Lagarde, Bunds made gains and BTP spreads narrowed further as data confirmed a drop in euro area industrial production in September.
    • Gilts also made significant gains as Q3 GDP data confirmed that the UK economic recovery continues to lag that of the other major economies and reports suggested a continued lack of progress in the EU-UK negotiations.
  • Euro Wrap-up

    Euro Wrap-up

    10 November 2020 382 KB PDF
    • Bunds followed USTs lower while IP data from euro area member states were mixed and the latest ZEW investor survey appeared excessively downbeat as hopes for an effective coronavirus vaccine were maintained.
    • Gilts also weakened despite a record level of UK redundancies and a drop in payrolls even ahead of the latest English lockdown.
  • US Economic Comment

    US Economic Comment

    9 November 2020 294 KB PDF
    • The labour market: favourable developments in October
    • The election and the labour market: the gig market survives
  • US Data Review

    US Data Review

    6 November 2020 199 KB PDF
    • Labour market: solid private-sector job growth; marked decline in unemployment
  • Euro Wrap-up

    Euro Wrap-up

    6 November 2020 375 KB PDF
    • Bunds followed US Treasuries lower despite a slightly weaker than expected German industrial production report.
    • Gilts also made losses on a quiet end to the week for UK economic news.
  • Daiwa: Japan Chart Book

    Daiwa: Japan Chart Book

    5 November 2020 1061 KB PDF
    • The incidence of Covid-19 amongst Japan’s population remains less than in many major economies
    •  Even so, after Japan’s economy contracted at a record rate in Q2, indicators point to only a partial rebound in Q3.
    •  The pandemic has caused a significant set-back to BoJ’s already difficult task of lifting inflation
    •  And once the pandemic is over, the economy will continue to face long-term challenges