London & NY Research

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    Daiwa Europe’s market-leading research on the Japanese economy.

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    Daiwa’s research coverage of the euro area and UK economies.

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    Daiwa’s coverage of the US economy from our colleagues in New York

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2018

  • Euro Wrap-up

    Euro Wrap-up

    21 June 2018 360 KB PDF
    • Bunds made gains as Italian Euroscepticism returned to prominence and euro area consumer confidence deteriorated.
    • Gilts also made gains even as one more member of the BoE’s MPC voted for a rate hike at its latest policy meeting.
  • US Data Review

    US Data Review

    20 June 2018 49 KB PDF
    • Existing home sales: slippage in May; downward tilt in the past year
  • Euro Wrap-up

    Euro Wrap-up

    19 June 2018 289 KB PDF
    • Bunds made gains as Draghi made dovish remarks at the ECB’s Sintra Forum. 
    • Gilts also made gains on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    19 June 2018 157 KB PDF
    • Housing starts in May: gains in both multi-family and single- family…
    • …but narrowly based geographically, and permits lag
  • Euro Wrap-up

    Euro Wrap-up

    15 June 2018 439 KB PDF
    • After yesterday’s dovish ECB tightening, Bunds largely made gains despite a pickup in euro area labour cost growth to a five-year high. 
    • Gilts also made gains as politics continued to dominate in the UK.
  • Yen 4Sight

    Yen 4Sight

    15 June 2018 523 KB PDF
    • As expected the BoJ left its policy settings unchanged. And while it acknowledged the recent softening of core inflation, it still expects to achieve 2% inflation, albeit at an unspecified date. 
    • Consumer spending and machinery orders rose strongly in April and manufacturing shipments posted a solid gain too.
  • US Data Review

    US Data Review

    15 June 2018 41 KB PDF
    • Industrial production: soft in May, but still-firm trend
    • Consumer sentiment: moderate gain in June
  • European Banks - Credit Update

    European Banks - Credit Update

    15 June 2018 442 KB PDF
    • The BoE published its final rules on MREL requirements for UK banks, with no major surprises. In France, the regulator activated a countercyclical buffer of 0.25% to be applied from July 2018.
    • Secondary markets tightened somewhat after the ECB’s QE announcement and despite the Fed’s interest rate lift. In the primary market, Nordea announced its inaugural SNP issuance.