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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2019

  • US Data Review

    US Data Review

    16 August 2019 176 KB PDF
    • Housing starts: downside volatility in multi-family; small gain in single-family
    • Consumer sentiment: equity volatility and trade dispute take a toll
  • European Banks - Credit Update

    European Banks - Credit Update

    16 August 2019 381 KB PDF
    • Another quarter of declining IB revenues across Europe and America, whilst Barclays and Credit Suisse overtook Deutsche as the largest European banks by IB fees.
    • UK banks are feeling the heat from high competition on mortgage lending in the country, yet solid capital and liquidity positions makes them ready to withstand any turmoil from a potential no-deal Brexit. 
  • US Economic Comment

    US Economic Comment

    16 August 2019 282 KB PDF
    • Trade war: flirting with trouble
    • Inflation developments: still restrained despite a jump in core CPI
  • Euro Wrap-up

    Euro Wrap-up

    15 August 2019 334 KB PDF
    • Bunds made further notable gains as comments from the ECB’s Rehn further hinted at an extensive policy package in September.
    • Longer-dated Gilts also followed the global trend higher, with 10Y Gilt yields falling further below 2Y yields, despite some stronger than expected UK retail sales data.
  • US Data Review

    US Data Review

    15 August 2019 210 KB PDF
    • Retail sales: strong support from consumers
    • Productivity: surprising increase in Q2, but downward revisions in 2018
    • Industrial production: softness in manufacturing and mining
  • Euro Wrap-up

    Euro Wrap-up

    14 August 2019 386 KB PDF
    • Bunds made further notable gains at the longer end of the curve today in line with the global trend, as GDP data confirmed that the German economy went into reverse in Q2.
    • Gilts also made gains, with 10Y yields falling below 2Y yields for the first time since 2008 despite an upside surprise to UK inflation in July.
  • Euro Wrap-up

    Euro Wrap-up

    13 August 2019 295 KB PDF
    • Bunds made further gains at the longer end of the curve as a German sentiment survey suggested a collapse in confidence in August.
    • Shorter-dated Gilts made modest losses as UK wage growth accelerated to the highest in eleven years.
  • US Data Review

    US Data Review

    13 August 2019 135 KB PDF
    • CPI: volatile items fuel high-side reading