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

    28 May 2021 544 KB PDF
    • Despite a very strong Commission sentiment survey, Bunds made modest gains while consumer price expectations remained well-contained and the flash estimate of French inflation in May suggested that underlying price pressures remain subdued.
    • Gilts followed USTs higher while a business survey suggested that wage and price expectations remain well-contained despite strong sentiment.
  • US Data Review

    US Data Review

    27 May 2021 232 KB PDF
    • Durable goods orders: random volatility in transportation; firm elsewhere.
    • Revised GDP: consumer spending adjusted higher; net exports & inventory investment revised lower.
  • Euro Wrap-up

    Euro Wrap-up

    27 May 2021 364 KB PDF
    • Bunds followed USTs lower while surveys from the large euro area member states continued to report improved business and consumer confidence.
    • Gilts also made losses on another quiet day for economic news from the UK.
  • Bpifrance - Issuer Profile

    Bpifrance - Issuer Profile

    27 May 2021 810 KB PDF
  • Standard Chartered - Issuer Profile

    Standard Chartered - Issuer Profile

    26 May 2021 791 KB PDF
  • Swedbank AB - Issuer Profile

    Swedbank AB - Issuer Profile

    26 May 2021 787 KB PDF
  • Euro wrap-up

    Euro wrap-up

    25 May 2021 536 KB PDF
    • Bunds made modest gains despite a stronger-than-expected German ifo survey, which signalled a firm recovery in Q2.
    • Gilts also made gains while UK public borrowing declined in line with expectations and a retail survey suggested that retail sales were broadly in line with seasonal norms in May.
  • US Data Review

    US Data Review

    25 May 2021 226 KB PDF
    • New home sales: moderately disappointing results in April.
    • Consumer confidence: inflation expectations weigh on consumers; views on labour market improve sharply.