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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  • US Data Review

    US Data Review

    21 October 2021 155 KB PDF
    • Existing home sales: a budding revival in September.
  • Euro Wrap-up

    Euro Wrap-up

    20 October 2021 514 KB PDF
    • As hawkish Bundesbank President Weidmann announced he would step down at the end of the year, Bunds made gains as euro area inflation in September was confirmed at a 13-year high but the detail suggested that underlying pressures remain relatively limited.
    • Gilts also made gains as UK inflation surprised slightly on the downside, falling to 3.1%Y/Y in September.
  • US Data Review

    US Data Review

    19 October 2021 152 KB PDF
    • Housing starts: noise in multi-family restrains activity
  • US Data Review

    US Data Review

    18 October 2021 148 KB PDF
    • Industrial production: special factors played a role in September softness.
  • US Data Review

    US Data Review

    15 October 2021 157 KB PDF
    • Retail sales: households remained active in September.
  • Euro Wrap-up

    Euro Wrap-up

    15 October 2021 558 KB PDF
    • Bunds made losses while euro area exports and new car registrations data flagged ongoing challenges caused by supply constraints.
    • Gilts followed USTs noticeably lower on a quiet day for UK economic news.
  • US Economic Comment

    US Economic Comment

    15 October 2021 302 KB PDF
    • CPI: the case for transitory pressure weakens.
    • Real consumer spending: slow in Q3, but favorable prospects.
  • US FOMC Review

    US FOMC Review

    14 October 2021 113 KB PDF
    • FOMC minutes: more info on tapering.