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.

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

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2022

2021

  • US Data Review

    US Data Review

    29 July 2021 229 KB PDF
    • Q2 GDP: shy of expectations, but a respectable performance.
  • Euro Wrap-up

    Euro Wrap-up

    29 July 2021 485 KB PDF
    • Bunds closed the day little changed having initially made losses as the Commission’s economic sentiment indicator rose to a new record and German HICP inflation jumped to a thirteen-year high.
    • Gilts ended the day marginally higher, with UK car production figures reporting ongoing difficulties associated with supply shortages.
  • Euro wrap-up

    Euro wrap-up

    28 July 2021 427 KB PDF
    • Bunds made modest gains as German and French consumer sentiment surveys were softer than expected, but Italian consumer and business confidence reached new multi-year highs.
    • Gilts made modest losses even as UK house price inflation moderated and shop price inflation weakened.
  • US Data Review

    US Data Review

    28 July 2021 150 KB PDF
    • International trade in goods: moderate exports, strong imports; more slippage

  • US FOMC Review

    US FOMC Review

    28 July 2021 114 KB PDF
    • FOMC: little insight into QE
    • No change in inflation views
  • US Data Review

    US Data Review

    27 July 2021 210 KB PDF
    • Durable goods orders: hints of easing, but still advancing.
    • Consumer confidence: closing in on pre-pandemic levels.
  • Euro Wrap-up

    Euro Wrap-up

    27 July 2021 359 KB PDF
    • Bunds followed USTs higher, despite a pickup in euro area bank lending at the end of the second quarter.
    • Gilts also made gains, even though a UK retail survey signalled solid sales growth in July while also citing ongoing concerns about supply and labour shortages.
  • US Economic Comment

    US Economic Comment

    26 July 2021 322 KB PDF
    • FOMC preview: lots of discussion, but no conclusions, on QE.
    • GDP preview: firm results in Q2; still on track in H2.