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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  • Euro wrap-up

    Euro wrap-up

    5 June 2024 318 KB PDF
    • Bunds made modest gains as euro area producer goods prices fell for a sixth successive month and the final services PMIs signalled a further easing in price pressures.
    • Gilts were little changed while the UK’s PMIs signalled a slowdown in recovery momentum and price pressures in the services sector.
  • Euro wrap-up

    Euro wrap-up

    4 June 2024 277 KB PDF
    • Bunds followed USTs higher, while German jobless claims rose the most in seven months and job vacancies fell to a three-year low.
    • Gilts also made gains even as a UK retail survey suggested a pickup in sales volumes in May.
  • Euro wrap-up

    Euro wrap-up

    31 May 2024 369 KB PDF
    • Bunds made modest losses as euro area inflation exceeded expectations in May, with the services component up to a seven-month high.
    • Gilts followed USTs higher while BoE data reported a marked slowdown in consumer credit growth but a pickup in mortgage lending.
  • US Economic Comment

    US Economic Comment

    31 May 2024 538 KB PDF
    • Q2 growth: early data suggest ongoing moderation in economic activity
    • April inflation: favorable after an ugly Q1
  • Euro wrap-up

    Euro wrap-up

    30 May 2024 312 KB PDF
    • While Spanish inflation exceeded expectations and euro area unemployment fell to a new series low, Bunds followed USTs higher.
    • Gilts followed the global trend higher on a quiet day for UK economic news.
  • Euro wrap-up

    Euro wrap-up

    29 May 2024 311 KB PDF
    • Bunds made losses as the flash estimate of German HICP inflation in May surprised slightly on the upside, albeit likely due to one-off factors.
    • Gilts also made significant losses on a quiet day for UK economic news.
  • Euro wrap-up

    Euro wrap-up

    28 May 2024 275 KB PDF
    • Bunds followed USTs lower even as an ECB survey signalled that households are more optimistic about the inflation outlook.
    • Despite UK surveys signalling a further easing in retail selling prices, Gilts also made modest losses as sales volumes reportedly returned to seasonal norms in May.
  • Euro wrap-up

    Euro wrap-up

    24 May 2024 331 KB PDF
    • Bunds ended the day little changed while data confirmed that German GDP growth in Q1 was fully explained by the weather-assisted boost to construction and the INSEE French business survey was consistent with modest GDP growth in Q2.
    • Gilts were also little changed despite a significant downside surprise to UK retail sales in April, while a consumer survey suggested purchase intentions remained weak despite a boost to income expectations.