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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2020

2019

  • US Data Review

    US Data Review

    26 July 2019 194 KB PDF
    • Q2 GDP: strong support from consumers, governments; other areas soft
  • Euro Wrap-up

    Euro Wrap-up

    25 July 2019 592 KB PDF
    • Bunds made modest losses, despite a dire German ifo survey and strong signals from the ECB that a multi-faceted easing package is now on the cards. 
    • Gilts followed Bunds lower, despite another weak UK retail sector survey. 
  • US Data Review

    US Data Review

    25 July 2019 192 KB PDF
    • International trade in goods: improvement in June, but slippage in Q2
    • Durable goods orders: solid gain in June
  • Euro Wrap-up

    Euro Wrap-up

    24 July 2019 579 KB PDF
    • Bunds made gains after the flash euro area PMIs disappointed, with significant weakness in Germany’s manufacturing sector at the start of Q3.
    • Gilts also made modest gains, while populist Brexiter Boris Johnson was officially appointed as the new UK Prime Minister. 
  • US Data Review

    US Data Review

    24 July 2019 123 KB PDF
    • New home sales: solid gain in June, but from a downward revised level
    • A moderate response to lower interest rates
  • Euro Wrap-up

    Euro Wrap-up

    23 July 2019 450 KB PDF
    • Bunds made modest gains today despite an upside surprise to the Commission’s consumer confidence indicator. Bonos initially made losses after Spain’s parliament voted against Sánchez’s bid to be appointed as PM.
    • Gilts also made small gains, as Johnson was confirmed as May’s successor and a UK survey signalled very weak manufacturing orders.
  • US Data Review

    US Data Review

    23 July 2019 136 KB PDF
    • Existing home sales: Off in June; mediocre level of activity
  • US Economic Comment

    US Economic Comment

    22 July 2019 270 KB PDF
    • Q2 GDP: strong consumer spending, soft business spending
    • Trade developments: firm tariff collections, only fractionally paid by China