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

    13 October 2021 217 KB PDF
    • CPI: energy pressure spreads; food prices jump; rents begin to accelerate; prices of travel-related services ease.
  • Euro Wrap-up

    Euro Wrap-up

    13 October 2021 454 KB PDF
    • Bunds made gains as euro area industrial data predictably reported a drop to a six-month low constrained by supply bottlenecks.
    • With the exception of the short end of the curve where near-term monetary tightening continued to be priced in, Gilts made gains as UK GDP rose close to expectations in August.
  • Euro wrap-up

    Euro wrap-up

    12 October 2021 463 KB PDF
    • Bunds made modest losses despite another German survey flagging a deterioration in economic conditions due to supply chain disruption.
    • Despite another upbeat UK labour market report, Gilts reversed some of their recent losses as spending surveys flagged warning confidence due to supply and price concerns.
  • US Economic Comment

    US Economic Comment

    11 October 2021 305 KB PDF
    • Tapering: still on track; although Fed officials might be disappointed with GDP growth in Q3.
  • US Data Review

    US Data Review

    8 October 2021 211 KB PDF
    • Employment: soft, but not horrible.
  • Euro wrap-up

    Euro wrap-up

    7 October 2021 542 KB PDF
    • Bunds made modest gains as German manufacturing production plunged to a 12-month low as supply shortages continued to take their toll.  
    • Gilts made further modest losses as new BoE Chief Economist Pill noted increased concerns over the inflation outlook.
  • Euro wrap-up

    Euro wrap-up

    6 October 2021 520 KB PDF
    • Bunds made modest losses despite a sharp fall in German factory orders and softer-than-expected euro area retail sales data.
    • Gilts made losses at the short end of the curve while a UK construction survey signalled ongoing supply challenges in the sector.
  • US Data Review

    US Data Review

    5 October 2021 223 KB PDF
    • International trade: exports and imports continue to improve, imports more so
    • ISM services: up slightly from an already elevated level