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

FILTER DOCUMENTS

Category Clear
Archive Reset

2020

2019

  • Euro Wrap-up

    Euro Wrap-up

    19 November 2019 312 KB PDF
    • Bunds made modest gains, as euro area car registration and construction output figures provided mixed messages.
    • Ahead of this evening’s televised leaders’ debate, Gilts made gains as a UK survey suggested ongoing weakness in the manufacturing sector.
  • US Data Review

    US Data Review

    19 November 2019 159 KB PDF
    • Housing starts: firm performance in October
  • US Economic Comment

    US Economic Comment

    18 November 2019 328 KB PDF
    • Inflation risks: contained; balanced
    • Inflation volatility: contributing to low long-term interest rates
    • Manufacturing: perhaps stabilising 
  • US Data Review

    US Data Review

    15 November 2019 241 KB PDF
    • Retail sales: modest advance
    • Industrial production: constrained by GM strike; sluggish elsewhere
  • Euro Wrap-up

    Euro Wrap-up

    15 November 2019 479 KB PDF
    • Bunds made small losses as trade figures suggested that net exports provided modest support to euro area GDP growth in Q3 for only the second quarter out of the past seven.  
    • Gilts also made modest losses on a day bereft of UK economic data.
  • Euro Wrap-up

    Euro Wrap-up

    14 November 2019 283 KB PDF
    • Bunds made significant gains even as German Q3 GDP surprised modestly to the upside while euro area job growth slowed.
    • Gilts also made big gains as UK retail sales dropped at the start of Q4.
  • US Data Review

    US Data Review

    13 November 2019 162 KB PDF
    • CPI: noise in the energy component; contained core component
  • Euro Wrap-up

    Euro Wrap-up

    13 November 2019 383 KB PDF
    • Bunds followed USTs higher despite a modest upside surprise to the latest euro IP data while Bonos underperformed after yesterday’s moves towards the formation of a new left-wing Spanish coalition government.    
    • Gilts also made significant gains as UK inflation fell to its lowest level since 2016.