London & NY Research

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    Daiwa Europe’s market-leading research on the Japanese economy.

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    Daiwa’s research coverage of the euro area and UK economies.

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    Daiwa’s coverage of the US economy from our colleagues in New York

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2019

  • US Data Review

    US Data Review

    30 July 2019 205 KB PDF
    • Personal income, consumption, prices: above-average core inflation, but still contained
    • Consumption on track for moderate growth
    • Consumer confidence: a jump to the upper end of the recent range
    • Pending home sales: marked improvement in June
  • US Economic Comment

    US Economic Comment

    29 July 2019 249 KB PDF
    • The budget agreement: fiscal discipline & responsibility has disappeared
    • FOMC preview: rate cut all but certain as Fed tests policy guidelines
  • Euro Wrap-up

    Euro Wrap-up

    26 July 2019 650 KB PDF
    • Bunds were little changed today, as sentiment surveys from France and Italy provided mixed messages. 
    • Gilts made modest gains on a quiet day for UK economic news.
  • 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