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

    24 April 2026 428 KB PDF
    • Bunds closed slightly higher after the ifo survey signalled the worst German business climate since 2020.
    • As a BoE survey suggested that UK wage and medium-term inflation expectations remain well anchored, Gilts also made gains despite stronger-than-expected growth in retail sales.
  • Euro wrap-up

    Euro wrap-up

    23 April 2026 321 KB PDF
    • Despite intra-day volatility, Bunds closed little changed on the day as the flash euro area PMIs suggested a marked weakening of growth momentum and significant increase in cost pressures in April.
    • While the DMO revised down its issuance plan for the new fiscal year and UK consumer confidence deteriorated, Gilts made modest losses as the flash PMIs suggested that UK economic activity in April was firmer than expected amid rising cost pressures.
  • Euro wrap-up

    Euro wrap-up

    22 April 2026 279 KB PDF
    • Bunds made modest losses at the short end of the curve even as the Commission’s flash euro area consumer confidence indicator flagged another sizable deterioration in sentiment.
    • Gilts made losses while UK inflation picked up on higher fuel prices but the core rate undershot expectations.
  • US Data Review

    US Data Review

    21 April 2026 238 KB PDF
    • Retail sales: rebound after weather-related lull; higher prices drive jump in gasoline sales
  • Euro wrap-up

    Euro wrap-up

    21 April 2026 315 KB PDF
    • While an investor survey signalled increased investor pessimism in Germany’s economic outlook, Bunds followed USTs lower.
    • Gilts also made losses, even as UK pay growth slowed the most in more than five years, job vacancies declined and redundancy notifications jumped.
  • Euro wrap-up

    Euro wrap-up

    17 April 2026 400 KB PDF
    • Euro govvies rallied, global oil prices fell and equities rose after an Iranian official announced that the Strait of Hormuz was ‘completely open’ during the ceasefire in Lebanon.
    • Gilts also followed the global trend higher on a quiet day for UK economic news.
  • US Economic Comment

    US Economic Comment

    17 April 2026 357 KB PDF
    • Recent inflation developments: PCE price index for March on track for a brisk advance, but oil prices fell in mid-April and longer-term inflation expectations remain contained
  • US Data Review

    US Data Review

    16 April 2026 206 KB PDF
    • Industrial production: broad-based decline across major components