London & NY Research


    Daiwa Europe’s market-leading research on the Japanese economy.


    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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  • 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
  • Euro Wrap-Up

    Euro Wrap-Up

    17 May 2019 540 KB PDF
    • Bunds made modest gains at the long end of the curve despite an upwards revision to euro area core inflation.
    • Gilts made more significant gains as the Brexit talks between the Government and Labour party finally collapsed.
  • Yen 4Sight

    Yen 4Sight

    17 May 2019 384 KB PDF
    • Ahead of the first estimate of Q1 GDP, the Government downgraded its assessment of the economy due to weak March data prompting calls for policy action.
    • Economic surveys such as the Economy Watchers point to a soft start to Q2 while producer prices point to limited pressure in the CPI inflation pipeline.
  • US Data Review

    US Data Review

    16 May 2019 137 KB PDF
    • Housing starts: gains in both single-family and multi-family; back to midrange
    • Single-family permits lag
  • US Data Review

    US Data Review

    15 May 2019 203 KB PDF
    • Retail sales: surprising drop in nonstore (on line) sales; also soft elsewhere
    • Industrial production: favorable mining, but soft manufacturing