London & NY Research

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    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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2026

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  • Euro wrap-up

    Euro wrap-up

    28 July 2026 338 KB PDF
    • While French consumers were more upbeat at the start of Q3, euro govvies followed the global trend slightly higher on lower oil prices.
    • Gilts also made modest gains as a UK survey showed shop price inflation moderating to a seven-month low.
  • US Data Review

    US Data Review

    28 July 2026 233 KB PDF
    • Consumer confidence: dip in July influenced by deterioration in views on current conditions; inflation expectations ease; labor market assessments worsen
  • Euro wrap-up

    Euro wrap-up

    27 July 2026 286 KB PDF
    • While the ifo survey implied a pickup in German economic growth momentum and euro area bank lending was relatively well maintained, Bunds made gains on lower wholesale energy prices.
    • Gilts also followed the global trend higher on a quiet day for UK economic news.
  • Euro wrap-up

    Euro wrap-up

    24 July 2026 402 KB PDF
    • Bunds made gains while the flash euro area PMIs signalled a broad-based improvement in economic momentum but also an easing in price pressures.
    • While the UK PMIs beat expectations, Gilts outperformed as the DMP survey signalled a further moderation in firms’ inflation and wage expectations.
  • US Economic Comment

    US Economic Comment

    24 July 2026 415 KB PDF
    • FOMC preview: target range for the federal funds rate to remain at 3-1/2 to 3-3/4 percent; June inflation metrics allow for patience, but price risks intensifying amid renewed tension in the Middle East; labor market solid
    • Tariff redux: the Trump administration levies new measures on 60 trading partners
  • Euro wrap-up

    Euro wrap-up

    23 July 2026 296 KB PDF
    • Bunds followed the global trend lower as the ECB left interest rates unchanged but reinforced expectations of a hike in September.
    • Despite survey signals of weak UK manufacturing output and orders and declining capex intentions, Gilts made gains.
  • Euro wrap-up

    Euro wrap-up

    22 July 2026 285 KB PDF
    • Bunds weakened as wholesale energy prices extended their uptrend amid escalating tensions in the Middle East.  
    • While UK inflation fell to a 15-month low, Gilts also followed the global trend lower.
  • Euro wrap-up

    Euro wrap-up

    21 July 2026 329 KB PDF
    • Bunds made modest losses while the German ZEW investor survey pointed to a brighter economic outlook and an ECB survey suggested that corporate loan demand improved in Q2 as firms revised up their capex plans.
    • Gilts ended the day little changed as UK private regular pay growth slowed to a 5½-year low.