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


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  • Euro Wrap-up

    Euro Wrap-up

    29 October 2019 254 KB PDF
    • Longer-dated Bunds made modest gains, while a French consumer survey suggested that household spending will remain supportive to GDP in Q4.
    • Gilts ended the day little changed as UK MPs looked likely this evening to vote in favour of an early General Election in December.
  • US Economic Comment

    US Economic Comment

    28 October 2019 319 KB PDF
    • FOMC preview: odds favor another cut
    • GDP preview: further easing in Q3, but still respectable
  • US Data Review

    US Data Review

    28 October 2019 351 KB PDF
    • International trade in goods: bearish improvement – both exports and imports decline
  • Euro Wrap-up

    Euro Wrap-up

    28 October 2019 335 KB PDF
    • Bunds followed the global trend lower despite some weaker euro area bank lending figures, while Italian BTPs underperformed after a stronger performance of the opposition League party in regional elections.
    • While EU leaders granted the UK an Article 50 extension, Gilts also made losses ahead of tonight’s House of Commons vote on an early General Election.  
  • Euro Wrap-up

    Euro Wrap-up

    25 October 2019 385 KB PDF
    • Bunds followed the global trend lower, despite some subdued German business and consumer sentiment surveys.
    • Gilts made losses as political uncertainty in the UK was heightened by further delays in the EU’s decision on the extension of Article 50.
  • Euro Wrap-up

    Euro Wrap-up

    24 October 2019 396 KB PDF
    • Bunds made gains as the flash PMIs implied a continued lack of momentum in the euro area economy and Draghi’s final Governing Council meeting press conference provided no significant new policy insights.  
    • Gilts made substantive gains ahead of reports that Boris Johnson is proposing a general election for 12 December.    
  • US Data Review

    US Data Review

    24 October 2019 229 KB PDF
    • Durable goods orders: less than vigorous, but not recession-like
    • New home sales: modest easing in September
  • Euro Wrap-up

    Euro Wrap-up

    23 October 2019 244 KB PDF
    • Bunds closed up on the day, while a softer than expected euro area consumer confidence indicator followed a more downbeat French business sentiment survey.
    • Gilts also made gains as markets responded to yesterday evening’s votes in the House of Commons that raised the probability of a general election before Brexit is implemented.