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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2025

2024

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  • Euro wrap-up

    Euro wrap-up

    11 September 2024 264 KB PDF
    • Gilts made sizeable gains as UK GDP unexpectedly failed to grow for a second successive month and exports fell sharply in July.
    • Ahead of tomorrow’s ECB monetary policy decision, Bunds also made gains.
  • US Data Review

    US Data Review

    11 September 2024 260 KB PDF
    • CPI: moderate pressure in core concentrated in service prices
    • Implication for the Fed: cut of 25 basis points likely at next week’s meeting
  • Euro wrap-up

    Euro wrap-up

    10 September 2024 286 KB PDF
    • Bunds followed USTs higher as updated German inflation data confirmed an easing in underlying price pressures in August while IP fell in each of the euro area’s four largest member states in July.
    • Despite a fall in the UK unemployment rate firmly below the BoE’s projection, Gilts also made gains as pay growth continued to moderate.
  • Euro wrap-up

    Euro wrap-up

    6 September 2024 343 KB PDF
    • Bunds followed USTs higher as euro area GDP growth in Q2 was revised down, unit labour costs and unit profits slowed, and German IP fell further than expected.
    • Gilts also made gains on a quiet end to the week for UK economic news.
  • US Economic Comment

    US Economic Comment

    6 September 2024 391 KB PDF
    • The labor market: softening, but not yet demanding aggressive action from the FOMC
  • Euro wrap-up

    Euro wrap-up

    5 September 2024 327 KB PDF
    • While German factory orders beat expectations, Bunds made modest gains as manufacturing turnover fell further and euro area retail sales growth remained subdued.
    • Gilts also made modest gains as a BoE survey suggested that firms’ expectations for their output prices and wage growth have moderated.
  • US Data Review

    US Data Review

    5 September 2024 241 KB PDF
    • ISM services: modest increase in August; key components above 50.0
    • Unemployment claims: both initial and continuing claims nudge lower in late summer
  • Euro wrap-up

    Euro wrap-up

    4 September 2024 314 KB PDF
    • Bunds followed USTs higher while underlying euro area goods price pressures remained subdued and the final euro area composite PMI was revised a touch lower.
    • Gilts also followed the global trend despite an upwards revision to the UK activity PMIs.