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

  • Euro Wrap-up

    Euro Wrap-up

    16 September 2021 408 KB PDF
    • Bunds made modest gains as European gas and power prices fell back while the value of euro area exports resumed an uptrend in July.
    • Gilts followed USTs lower as a survey suggested that UK firms found it increasingly difficult to fill job vacancies heading into September.

     

  • US Data Review

    US Data Review

    15 September 2021 148 KB PDF
    • Industrial production: hurricane constraints in mining & manufacturing
  • Euro wrap-up

    Euro wrap-up

    15 September 2021 429 KB PDF
    • Bunds made losses as euro area governments looked to respond to pressures in wholesale power markets, final French and Italian inflation estimates highlighted persistent energy price pressures, and euro area industrial production jumped at the start of Q3.
    • Gilts also made losses as UK inflation rose to its strongest rate since 2012, albeit largely reflecting pandemic-related base effects and other special factors.
  • US Data Review

    US Data Review

    14 September 2021 153 KB PDF
    • CPI: cooling in pandemic-related pressure points
  • Euro wrap-up

    Euro wrap-up

    14 September 2021 402 KB PDF
    • Bunds made modest gains while a central bank survey indicated a strengthening of French GDP growth in Q3.
    • Gilts underperformed as UK data pointed to strong gains in payrolls and job vacancies in August while the UK government again postponed full implementation of post-Brexit customs checks on imports from the EU.
  • International Finance Corporation (IFC) - Issuer Profile
  • Euro Wrap-up

    Euro Wrap-up

    10 September 2021 658 KB PDF
    • Bunds and other euro area government bonds reversed some of yesterday’s gains as data from the member states pointed to a resumption of euro area industrial production growth in July.
    • Gilts made modest losses at the longer end of the curve, outperforming other major sovereign bonds as UK GDP data showed a significant loss of growth momentum in July.
  • US Economic Comment

    US Economic Comment

    10 September 2021 303 KB PDF
    • Inflation watch: pressure at the producer level
    • Inflation views: Fed officials versus the Beige Book