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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2019

  • US FOMC Review

    US FOMC Review

    19 June 2019 133 KB PDF
    • FOMC: strong dovish shift
  • Euro Wrap-up

    Euro Wrap-up

    19 June 2019 415 KB PDF
    • Bunds followed Treasuries lower while data confirmed a weak start to Q2 for euro area construction output.
    • Gilts also made losses despite a decline in UK inflation.
  • Euro Wrap-up

    Euro Wrap-up

    18 June 2019 395 KB PDF
    • Bunds and other euro area government bonds made substantive gains as Mario Draghi signalled a willingness to ease monetary policy further unless the inflation outlook improves.
    • Gilts followed other major government bonds higher on an uneventful day for UK economic news.
  • Euro Wrap-up

    Euro Wrap-up

    14 June 2019 524 KB PDF
    • Bunds made gains as the Eurogroup’s plans for a new euro area budget facility looked inadequate.
    • Gilts made very modest losses on a day free of significant economic news from the UK.

     

  • US Economic Comment

    US Economic Comment

    14 June 2019 283 KB PDF
    • FOMC preview: dampening market expectations of policy easing
  • US Data Review

    US Data Review

    14 June 2019 198 KB PDF
    • Retail sales: households remain active
    • Industrial production: weather-related utility increase, modest gains in mfg. & mining
    • Consumer sentiment: modest correction in June; still elevated
  • Euro Wrap-up

    Euro Wrap-up

    13 June 2019 399 KB PDF
    • Bunds were little changed as falls were confirmed in euro area IP in April and German inflation in May.
    • Gilts made gains as populist Brexiteer Boris Johnson came first by a large margin in the first round of the Conservative party leadership contest. 
  • US Data Review

    US Data Review

    12 June 2019 135 KB PDF
    • CPI: contained inflation; energy prices decline, core rises modestly