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

    13 April 2021 343 KB PDF
    • Bunds made modest losses as the German ZEW survey reported an improved assessment of current conditions but slightly less upbeat expectations of the economic outlook.
    • Gilts were little changed as the BoE announced the imminent departure of the MPC’s most hawkish member while UK GDP and trade data for February provided few surprises.
  • US Data Review

    US Data Review

    13 April 2021 148 KB PDF
    • CPI: pressure in the energy sector; noise in the core component.
  • Euro Wrap-up

    Euro Wrap-up

    12 April 2021 392 KB PDF
    • Bunds weakened as Germany’s ruling CDU/CSU alliance failed to agree on its candidate to try to succeed Merkel as Chancellor while the latest euro area retail sales data beat expectations.
    • Gilts also made losses on a quiet start to the week for UK economic data.
  • US Economic Comment

    US Economic Comment

    9 April 2021 274 KB PDF
    • State & local governments: a source of growth?
    • PPI: a warning sign, or normal volatility?
  • US Data Review

    US Data Review

    7 April 2021 153 KB PDF
    • International trade: exports and imports slip; deficit widens.
  • US FOMC Review

    US FOMC Review

    7 April 2021 115 KB PDF
    • FOMC Minutes: keen interest in market developments (i.e. changes in interest rates).
  • US Data Review

    US Data Review

    5 April 2021 158 KB PDF
    • ISM services: surge to a record level.
    • Factory orders: break from a firm trend in February; probably weather constrained.
  • US Economic Comment

    US Economic Comment

    2 April 2021 300 KB PDF
    • Employment: vigorous advance in March.
    • Biden fiscal policy, round 2: little stimulus this year.