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

FILTER DOCUMENTS

Category Clear
Archive Reset

2026

  • Euro wrap-up

    Euro wrap-up

    6 January 2026 318 KB PDF
    • Bunds made gains as German inflation declined further than expected in December, falling back to 2.0%Y/Y on the HICP measure.
    • Gilts were also marginally higher as the final December UK services activity PMI was revised lower to suggest a lacklustre end to 2025.
  • Euro wrap-up

    Euro wrap-up

    5 January 2026 323 KB PDF
    • After Friday’s euro area bank lending data signalled ongoing moderate economic expansion in Q4, Bunds followed the global trend higher today on a quiet day for euro area economic news.
    • Gilts also made gains while UK bank lending figures showed that mortgage applications fell but consumer credit and business loans grew firmly in November.
  • US Data Review

    US Data Review

    5 January 2026 214 KB PDF

    ISM manufacturing: stuck in contraction; prices remain elevated