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


Category Clear
Archive Reset



  • Euro Wrap-up

    Euro Wrap-up

    10 June 2021 350 KB PDF
    • Bunds were little changed as the ECB committed to maintain net PEPP purchases over the coming three months at a significantly higher pace than at the start of the year.
    • Gilts made losses as a survey highlighted price pressures and a shortage of property for sale in the UK housing market.
  • Euro wrap-up

    Euro wrap-up

    8 June 2021 365 KB PDF
    • While euro area GDP in Q1 was revised up and the ZEW survey highlighted investor optimism, Bunds made gains as German industrial production fell back in April.
    • Gilts also made gains despite another upbeat UK retail survey.
  • US Economic Comment

    US Economic Comment

    7 June 2021 304 KB PDF
    • Labour market: subtle signs of strength.
    • The Biden budget proposal: (partially) tax and spend.
  • Euro Wrap-up

    Euro Wrap-up

    7 June 2021 343 KB PDF
    • Despite some disappointing data from Germany’s manufacturing sector, Bunds made losses while a survey suggested that investors are upbeat about current economic conditions in the euro area.
    • Gilts also made losses on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    4 June 2021 200 KB PDF
    • The May employment report: respectable.
  • Euro Wrap-up

    Euro Wrap-up

    4 June 2021 556 KB PDF
    • Bunds followed USTs higher while euro area retail sales fell more than expected and German car production and registrations remained well below pre-pandemic levels.
    • Gilts made significant gains despite strong surveys of the UK’s labour market and construction sector.
  • US Data Review

    US Data Review

    3 June 2021 151 KB PDF
    • ISM services index: new record level.
  • US Data Review

    US Data Review

    1 June 2021 152 KB PDF
    • ISM: firm activity in manufacturing despite supply-chain issues.
    • Construction: residential building continues to advance; slow in the business and government sectors.