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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2022

2021

  • Euro wrap-up

    Euro wrap-up

    14 April 2022 537 KB PDF
    • Bunds made modest gains at the short end of the curve but larger losses further out as the ECB acknowledged the weaker growth outlook but reaffirmed its expectation that its net asset purchases will end in Q3.
    • Gilts made substantive losses across the curve while a BoE survey pointed to declining availability of UK mortgage loans.
  • US Data Review

    US Data Review

    14 April 2022 151 KB PDF
    • Retail Sales: marked changes in various categories; soft results on balance...
    • ...higher prices affect consumer behavior
  • US Data Review

    US Data Review

    13 April 2022 151 KB PDF
    • Producer prices: marked pressure
  • Euro wrap-up

    Euro wrap-up

    13 April 2022 511 KB PDF
    • Bunds followed USTs higher while data showed a continued decline in euro area labour market slack, albeit with ample spare capacity in some member states.
    • Gilts made modest gains at the short end of the curve despite another upside surprise to UK inflation.
  • Euro wrap-up

    Euro wrap-up

    12 April 2022 599 KB PDF
    • Bunds followed USTs higher while the ECB’s latest bank lending survey reported a tightening in credit standards and German investor confidence continued to deteriorate amid ongoing uncertainties with the Ukraine war.
    • Gilts also made gains as the latest UK labour market data saw real regular pay growth decline despite increasing tightness in the market.
  • US Data Review

    US Data Review

    12 April 2022 153 KB PDF
    • CPI: Prices of food and energy continue to soar
    • Prices of a few goods decline
    • Prices of services jump
  • Euro wrap-up

    Euro wrap-up

    11 April 2022 595 KB PDF
    • Bunds made losses in line with the global trend, while French bonds outperformed as the first round Presidential vote saw Macron and Le Pen progress to the second round in line with expectations.
    • Gilts also made sizeable losses despite weaker than expected UK GDP growth in February. 
  • US Economic Comment

    US Economic Comment

    8 April 2022 298 KB PDF
    • The interest rate path: insights from history
    • Balance sheet plans come into clearer focus