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

  • Yen 4Sight

    Yen 4Sight

    24 May 2019 428 KB PDF
    • Q1 GDP surprised on the upside, but the underlying detail of the report was weak.
    • The latest trade and machine orders data raised questions about growth in Q2, but inflation jumped in April.
  • Euro Wrap-Up

    Euro Wrap-Up

    23 May 2019 442 KB PDF
    • Bunds rallied as the euro area flash PMIs and German ifo indices suggested no new economic momentum in Q2.
    • Gilts again made significant gains as announcement of Theresa May’s resignation plans were still expected to come by the end of the week.
  • US Data Review

    US Data Review

    23 May 2019 124 KB PDF
    • New home sales: down in April, but from an upwardly revised and lofty level

  • Euro Wrap-Up

    Euro Wrap-Up

    22 May 2019 379 KB PDF
    • Gilts made significant gains as Conservative MPs appeared to be in revolt against Theresa May’s leadership and UK core inflation data surprised on the downside.
    • Bunds also made gains on a quiet day for economic news from the euro area.
  • US FOMC Review

    US FOMC Review

    22 May 2019 95 KB PDF
    • FOMC: a friendly tilt; solidly on hold
    • Balance sheet normalisation: discussion of maturity composition; no decision
  • Euro Wrap-Up

    Euro Wrap-Up

    21 May 2019 379 KB PDF
    • Bunds made modest losses as the European Commission’s flash euro area consumer confidence indicator surprised on the upside.
    • Gilts made more significant losses as Theresa May announced new proposals in a (probably failed) attempt to break the Brexit deadlock.
  • US Data Review

    US Data Review

    21 May 2019 134 KB PDF
    • Existing home sales: a dip in April; modest response to low interest rates
  • US Economic Comment

    US Economic Comment

    17 May 2019 276 KB PDF
    • Trade war: who has the edge? Who’s winning?
    • Forecast update: moderate growth in 2019; challenges in 2020