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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2021

2020

  • US Data Review

    US Data Review

    25 September 2020 155 KB PDF
    • Durable goods orders: modest advance overall; better in the capital goods sector
  • Euro Wrap-up

    Euro Wrap-up

    25 September 2020 531 KB PDF
    • Bunds made losses as draft plans suggested Germany’s government will increase slightly issuance of bonds and bills in 2021 compared to 2020, while an Italian economic sentiment survey pointed to ongoing recovery.   
    • Gilts also made losses as UK consumer confidence improved slightly while public borrowing logged a record high for August.
  • US Data Review

    US Data Review

    24 September 2020 158 KB PDF
    • New home sales: strong performance from upward revised levels
  • Euro Wrap-up

    Euro Wrap-up

    24 September 2020 442 KB PDF
    • While euro area stocks fell and BTPs made losses, Bunds were little changed as the latest German and French business surveys suggested that economic recovery in the euro area continues.
    • Gilts were also little changed as the UK Government announced more support for jobs and businesses while a survey suggested ongoing growth in retail sales.
  • Euro wrap-up

    Euro wrap-up

    23 September 2020 351 KB PDF
    • Bunds ended the day little changed but periphery bonds made further gains, as the flash euro area PMIs reported a significant loss of momentum in the services sector.
    • As the UK Government signalled new support for the labour market, Gilts made losses while the flash UK PMIs pointed to a moderation of economic growth.
  • Euro wrap-up

    Euro wrap-up

    22 September 2020 366 KB PDF
    • Bunds made losses as a survey suggested ongoing gradual improvement in euro area consumer confidence, but BTPs rose as the outcomes of a referendum and regional elections reduced near-term Italian political risks.
    • Gilts made losses, particularly at the short end of the curve, as BoE Governor Bailey downplayed the likelihood of a near-term move to negative rates.
  • US Data Review

    US Data Review

    22 September 2020 157 KB PDF
    • Existing home sales: More vigour
  • US Economic Comment

    US Economic Comment

    21 September 2020 258 KB PDF
    • Fed forward guidance: a closer look
    • Quantitative easing: more to come, across the maturity spectrum