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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2026

2025

  • Euro wrap-up

    Euro wrap-up

    1 October 2025 280 KB PDF
    • While euro area inflation rose to a five-month high, Lagarde suggested that risks to consumer prices were quite contained allowing Bunds to follow USTs slightly higher.
    • Gilts also made modest gains on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    1 October 2025 214 KB PDF
    • ISM manufacturing: rebound in production leads improvement in composite though still signaling contraction; prices remain elevated