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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2021

2020

  • US Data Review

    US Data Review

    17 August 2021 233 KB PDF
    • Retail sales: an adjustment to spring burst; still above pre-pandemic trend
    • Industrial production: manufacturing continuing to catch up; mining improves further
  • US Economic Comment

    US Economic Comment

    16 August 2021 314 KB PDF
    • Consumer sentiment: a new pandemic low.
  • Comunidad Autonoma de Madrid - Issuer Profile

    Comunidad Autonoma de Madrid - Issuer Profile

    16 August 2021 729 KB PDF
  • Euro wrap-up

    Euro wrap-up

    12 August 2021 592 KB PDF
    • Bunds made modest losses, even though euro area industrial production was subdued at the end of Q2 as the autos sector remained a drag.
    • Gilts lost ground as the first estimate of UK GDP showed rapid growth in Q2, underpinned by increased household spending as lockdown restrictions eased.
  • US Data Review

    US Data Review

    11 August 2021 149 KB PDF
    • CPI: some easing, some signs of pressure
  • Euro wrap-up

    Euro wrap-up

    9 August 2021 414 KB PDF
    • Bunds were little changed, as a survey suggested euro area investors were less upbeat about the outlook, while German export volumes moved sideways in Q2.
    • Gilts reversed some of Friday’s losses on a quiet day for UK economic news.
  • Euro wrap-up

    Euro wrap-up

    6 August 2021 492 KB PDF
    • Despite some weaker German production figures as supply bottlenecks continue to weigh, Bunds followed USTs notably lower after a strong US payrolls report.
    • Gilts also made substantial losses, while a UK labour market survey revealed ongoing wage pressures as demand for candidates outpaces supply.
  • US Data Review

    US Data Review

    6 August 2021 199 KB PDF
    • Labour market: Vigorous in July