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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2019

  • Euro Wrap-up

    Euro Wrap-up

    22 October 2019 269 KB PDF
    • Ahead of key Brexit votes in the House of Commons this evening, Gilts made gains as UK PM Johnson threatened to withdraw his Brexit bill and push for a general election if MPs didn’t back his timetable to ensure ratification of the legislation by 31 October.
    • Bunds followed Gilts higher while the ECB’s latest Bank Lending Survey suggested little negative side-effects on financial conditions from monetary policy.
  • US Data Review

    US Data Review

    22 October 2019 159 KB PDF
    • Existing home sales: broad-based easing in September
  • US Economic Comment

    US Economic Comment

    21 October 2019 331 KB PDF
    • The U.S. consumer: still providing support
    • Inflation expectations: perhaps easing
  • Euro Wrap-up

    Euro Wrap-up

    21 October 2019 313 KB PDF
    • Gilts made losses as risks of a no-deal Brexit appeared minimal and expectations rose that Johnson’s Withdrawal Agreement would gain the support of a majority of MPs in a key vote tomorrow.   
    • Bunds followed Gilts lower even as data confirmed a return to German factory price deflation.  
  • Euro Wrap-up

    Euro Wrap-up

    18 October 2019 478 KB PDF
    • Gilts made losses ahead of Saturday’s House of Commons votes on the Brexit agreement, the outcome of which appeared too close to call.
    • Bunds followed Gilts lower at the longer end of the curve on a quiet end to the week for economic data from the euro area.
  • US Data Review

    US Data Review

    17 October 2019 233 KB PDF
    • Housing starts: downside volatility in multi-family; continued firm activity in single family
    • Industrial production: declines in both manufacturing and mining
  • Euro Wrap-up

    Euro Wrap-up

    17 October 2019 327 KB PDF
    • Having initially made losses when a Brexit deal was reached between the EU and UK, Gilts closed higher on the day after the Northern Irish DUP refused to support it.  
    • Bunds followed Gilts higher at the longer end of the curve as euro area construction output fell again.
  • Euro Wrap-up

    Euro Wrap-up

    16 October 2019 358 KB PDF
    • While UK inflation data surprised on the downside, Gilts were volatile but ended the day little changed as investors awaited the conclusion of the ongoing Brexit negotiations.
    • Bunds made losses despite a downwards revision to euro area inflation while trade and car registration data provided mixed messages.