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 Data Review

    US Data Review

    7 June 2019 125 KB PDF
    • Labor market in May: leaning soft in all key respects
  • US Economic Comment

    US Economic Comment

    7 June 2019 279 KB PDF
    • Monetary policy: no change in our view of steady policy this year, cuts next year
  • US Data Review

    US Data Review

    6 June 2019 118 KB PDF
    • International Trade in April: softer exports and imports; narrower deficit
  • Euro Wrap-up

    Euro Wrap-up

    6 June 2019 398 KB PDF
    • While the ECB extended its forward guidance into 2020, shorter-dated Bunds made losses today as the details of its TLTRO-III conditions were not quite as generous as had been expected.
    • Gilts followed USTs higher on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    5 June 2019 122 KB PDF
    • ISM nonmanufacturing: a portion of lost ground recovered in May
  • Euro Wrap-up

    Euro Wrap-up

    5 June 2019 466 KB PDF
    • Bunds made further modest gains as euro area retail sales fell and the final services PMIs pointed to a moderation in GDP growth in Q2.
    • Gilts also made gains as the UK services PMIs and car registration figures signalled sluggish GDP growth in Q2.
  • Euro Wrap-up

    Euro Wrap-up

    4 June 2019 399 KB PDF
    • Bunds were little changed as flash euro area inflation data fell short of the consensus expectation but unemployment in the region declined again.
    • Gilts followed USTs lower despite weak surveys for UK retail sales and construction activity.
  • US Data Review

    US Data Review

    4 June 2019 131 KB PDF
    • Factory orders: little momentum in the manufacturing sector