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

  • Euro Wrap-up

    Euro Wrap-up

    28 November 2019 402 KB PDF
    • Bunds were little changed as the Commission’s sentiment survey signalled a widespread, albeit modest, improvement in conditions in November.
    • Gilts were also little changed despite a downbeat UK services sector survey and weaker car production figures.
  • Euro Wrap-up

    Euro Wrap-up

    27 November 2019 384 KB PDF
    • Bunds and OATs were little changed despite a stronger French consumer confidence survey, but BTPs weakened after a weaker Italian survey.  
    • Gilts made losses after a poor performance in a TV interview by Labour leader Corbyn appeared to boost the likelihood of a Conservative majority.  
  • Credit Comment

    Credit Comment

    26 November 2019 345 KB PDF
    • European Banks – Update on the senior unsecured primary market
  • US Data Review

    US Data Review

    26 November 2019 410 KB PDF
    • International trade in goods: a “weak” improvement in the deficit
    • New home sales: small decline from an upwardly revised reading
    • Consumer confidence: low portion of recent range, but elevated by historical standards
  • US Economic Comment

    US Economic Comment

    25 November 2019 425 KB PDF
    • Potential financial instability: Fed sees risks as moderate
    • The Fed’s policy review: making progress
  • Euro Wrap-up

    Euro Wrap-up

    25 November 2019 396 KB PDF
    • Bunds made very modest losses even as the German ifo survey remained consistent with subdued economic growth in Q4.
    • Gilts were little changed as a UK retail sector survey indicated a modest improvement in sales in November.
  • Euro Wrap-up

    Euro Wrap-up

    22 November 2019 503 KB PDF
    • Bunds made gains as the flash PMIs signalled no new growth momentum in the euro area in November.
    • Gilts made more substantive gains as the UK flash PMIs fell well short of expectations, signalling notable contraction so far in Q4.
  • Yen 4Sight

    Yen 4Sight

    22 November 2019 447 KB PDF
    • Trade and store sales data, as well as business surveys, unsurprisingly suggest a weakening of economic activity in Q4.
    • October’s CPI data missed expectations with underlying price pressures softer after the consumption tax hike.