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 Economic Comment

    US Economic Comment

    6 August 2021 297 KB PDF
    • Labour market: good progress, but not quite “substantial”
    • Forecast update: somewhat slower growth, but still on track
  • Euro wrap-up

    Euro wrap-up

    5 August 2021 457 KB PDF
    • Bunds were little changed despite some stronger-than-expected German factory orders data.
    • Gilts made losses as the BoE left policy unchanged but suggested that modest tightening over the coming three years is likely to be necessary.
  • US Data Review

    US Data Review

    4 August 2021 151 KB PDF
    • ISM services: record reading indicates strong activity.
  • Euro Wrap-up

    Euro Wrap-up

    4 August 2021 476 KB PDF
    • Bunds made modest gains as some positive euro area retail sales figures were counterbalanced by weak German auto sales and production data.
    • Shorter-dated Gilts made modest losses as the final UK services PMIs were revised higher.  
  • US Economic Comment

    US Economic Comment

    2 August 2021 288 KB PDF
    • The U.S. economy in H2: challenges and promises.
    • Inflation watch: deceleration in PCE price index; acceleration in wages.
  • US Data Review

    US Data Review

    2 August 2021 152 KB PDF
    • ISM manufacturing: constrained by supply-side factors, but still elevated.
    • Construction: residential advancing; business & government soft.
  • Euro Wrap-up

    Euro Wrap-up

    2 August 2021 468 KB PDF
    • Despite some firm German retail sales data, Bunds made gains.  
    • Gilts also made gains while the final UK manufacturing PMIs confirmed the softer picture of the sector provided by the flash survey.
  • Euro Wrap-up

    Euro Wrap-up

    30 July 2021 661 KB PDF
    • Bunds made modest gains as German GDP fell short of expectations in Q2 but flash euro area Q2 GDP and July inflation surprised on the upside.  
    • Gilts also made modest gains on a quiet day for UK economic news.