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

    7 August 2019 379 KB PDF
    • Bunds followed the global trend higher, as the dire run for German industrial production continued.
    • Longer-dated Gilts also made notable gains on a quiet day for UK economic news.
  • Euro Wrap-up

    Euro Wrap-up

    6 August 2019 429 KB PDF
    • Bunds made further gains with 10Y yields touching new record lows, despite an upside surprise to today’s German factory orders data.
    • Gilts ended the day little changed despite a downbeat UK retail sector survey.
  • Euro Wrap-up

    Euro Wrap-up

    5 August 2019 443 KB PDF
    • Bunds followed USTs higher as Germany’s services PMIs for July were revised lower.
    • Gilts also made gains, pushing 10Y yields to record lows, despite a slightly improved UK services PMI survey.
  • US Data Review

    US Data Review

    5 August 2019 121 KB PDF
    • ISM nonmanufacturing: off again in July; trending lower since last fall
  • Euro Wrap-up

    Euro Wrap-up

    2 August 2019 514 KB PDF
    • Despite an upside surprise to today’s euro area retail sales figures, heightened geopolitical tensions saw euro area equities post sizeable losses while govvies made notable gains.
    • Gilts also made gains, as the UK construction PMI signalled ongoing contraction.
  • US Data Review

    US Data Review

    2 August 2019 200 KB PDF
    • Labour market: mixed results in July; less than impressive on balance
    • International trade: modest improvement in June
  • US Economic Comment

    US Economic Comment

    2 August 2019 254 KB PDF
    • Fed call: still looking for another rate cut
    • Wage growth: stalled, but household sector sound financially
  • Euro Wrap-up

    Euro Wrap-up

    1 August 2019 415 KB PDF
    • Longer-dated Bunds made modest gains as the euro area’s manufacturing PMIs signalled a steeper pace of contraction in July.
    • Gilts also made gains as the BoE revised down its near-term GDP forecasts and signalled its readiness to support the economy if required.