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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2020

2019

  • US Data Review

    US Data Review

    11 December 2019 158 KB PDF
    • Consumer prices: tilting on the firm side ...but not threatening
  • US FOMC Review

    US FOMC Review

    11 December 2019 235 KB PDF
    • FOMC: on hold for now; some expectation for rate hikes next year and in 2021…
    • …but also wiggle room for rate cuts
  • Euro Wrap-up

    Euro Wrap-up

    10 December 2019 317 KB PDF
    • Bunds made modest losses as Germany’s ZEW survey signalled a notable improvement in investor sentiment about the outlook.
    • Gilts made losses despite some softer than expected UK GDP data.
  • US Economic Comment

    US Economic Comment

    9 December 2019 327 KB PDF
    • The U.S. economic outlook: manufacturing matters
    • The housing sector: can the good times last?
  • Euro Wrap-up

    Euro Wrap-up

    9 December 2019 371 KB PDF
    • Bunds made gains today even as Germany’s latest export data surprised on the upside.
    • Gilts also made modest gains today despite polls continuing to suggest that the Conservative Party remains on track to win a majority in Thursday’s General Election.
  • Euro Wrap-up

    Euro Wrap-up

    6 December 2019 494 KB PDF
    • Bunds followed USTs lower in the afternoon session to end little changed despite weak German IP data.
    • Gilts made very modest gains as a UK labour market survey signalled further weakening in job and wage growth.
  • US Data Review

    US Data Review

    6 December 2019 155 KB PDF
    • The labour market: vigorous job growth in November; moderate results elsewhere
  • Yen 4Sight

    Yen 4Sight

    6 December 2019 434 KB PDF
    • October’s consumption figures suggest a notable plunge in spending following the sales tax hike. IP also declined sharply as natural disasters also took their toll.
    • The latest labour market and capex figures were broadly positive, while Abe’s fiscal stimulus will support growth in 2020.