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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2021

2020

  • Euro Wrap-up

    Euro Wrap-up

    5 May 2021 395 KB PDF
    • Bunds made modest losses as the final euro area services and composite PMIs underscored improvement at the start of Q2, producer price inflation picked up to a 2½-year high, and German car production and sales continued to trend below pre-pandemic levels.
    • Gilts made losses as UK new car registrations rebounded but similarly remained well down on pre-pandemic levels.
  • Euro Wrap-up

    Euro Wrap-up

    30 April 2021 534 KB PDF
    • Bunds made gains while flash euro area data revealed a modest drop in GDP in Q1, a rise in headline inflation in April to a two-year high but also a drop in core inflation. 
    • Gilts were little changed ahead of Monday’s UK bank holiday.
  • US FOMC Review

    US FOMC Review

    29 April 2021 113 KB PDF
    • FOMC: an improved outlook, but no hint of upcoming policy changes.
  • US Data Review

    US Data Review

    29 April 2021 157 KB PDF
    • Q1 GDP: expansion on track.
  • Euro Wrap-up

    Euro Wrap-up

    29 April 2021 394 KB PDF
    • Bunds made big losses as flash German and Spanish CPI data beat expectations, the Commission’s euro area economic sentiment indicator posted a record gain, and bank lending to firms in the region accelerated.
    • Gilts followed Bunds and USTs lower on a quiet day for UK economic news.
  • Euro Wrap-up

    Euro Wrap-up

    28 April 2021 335 KB PDF
    • Bunds made losses despite a slight weakening of German consumer confidence.
    • Gilts also made losses as a survey of UK retail prices pointed to a reduction in downward price pressure in April.
  • US Data Review

    US Data Review

    28 April 2021 151 KB PDF
    • International trade in goods: exports and imports surge in March; deficit widens.
  • Euro wrap-up

    Euro wrap-up

    27 April 2021 335 KB PDF
    • Bunds were little changed while the ECB confirmed gross PEPP purchases of €25.0bn last week – the second highest since June – amid modest redemptions, while Italian business confidence rose to a pandemic high.
    • Gilts made modest losses despite an upbeat UK retail survey.