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

    12 August 2022 565 KB PDF
    • Bunds made losses, particularly at the short end, as data confirmed that euro area IP made a positive contribution to GDP growth in Q2 as supply constraints eased somewhat.
    • Gilts made losses across the curve even as data confirmed a drop in UK GDP in Q2.
  • US Data Review

    US Data Review

    10 August 2022 348 KB PDF
    • CPI: finally, a soft reading
    • Lower energy prices, and help from some core items
  • Euro Wrap-up

    Euro Wrap-up

    10 August 2022 427 KB PDF
    • Bunds followed USTs higher, while final German national inflation data confirmed a slight easing in July thanks to temporary support measures. A Bank of France survey suggested that output was stable at the start of Q3.  
    • Longer-dated Gilts also made modest gains on a quiet day for UK economic data releases.
  • US Data Review

    US Data Review

    9 August 2022 349 KB PDF
    • Productivity: weak again
  • Euro Wrap-up

    Euro Wrap-up

    5 August 2022 488 KB PDF
    • Bunds followed USTs lower today, while German IP data suggested an underwhelming performance in June. French IP surprised on the upside, but Italian industrial output slumped.
    • Gilts also made large losses, after a UK survey pointed to softer job demand in July while suggesting that supply shortages kept starting salaries high.
  • US Data Review

    US Data Review

    5 August 2022 198 KB PDF
    • Employment growth: still robust
  • US Economic Comment

    US Economic Comment

    5 August 2022 300 KB PDF
    • (Weak GDP) + (Strong Employment) = Dreadful Productivity
    • Recession or No Recession?
  • US Data Review

    US Data Review

    4 August 2022 154 KB PDF
    • International trade: improvement in June and Q2…
    • …but only partial offset to slippage in Q1