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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2024

2023

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  • Euro Wrap-up

    Euro Wrap-up

    31 July 2023 301 KB PDF
    • Bunds made modest gains as flash euro area data showed that GDP in Q2 rose in line with the ECB’s expectation, headline inflation eased slightly but core inflation picked up due to the sticky services component.   
    • Apart from at the short end of the curve, Gilts made gains as UK consumer credit picked up but net mortgage lending remained very weak.
  • Euro Wrap-up

    Euro Wrap-up

    28 July 2023 360 KB PDF
    • Bunds ended the day little changed as initial figures from some of the member states pointed to a return to positive euro area GDP growth in Q2 and declines in euro area headline and core inflation in July.
    • Gilts followed USTs higher at the shorter end of the curve on a quiet day for economic news from the UK.
  • US Economic Comment

    US Economic Comment

    28 July 2023 544 KB PDF
    • U.S. data on growth & inflation: favorable developments
    • Employee compensation costs: slower growth, but still brisk
  • Euro Wrap-up

    Euro Wrap-up

    27 July 2023 314 KB PDF
    • Bunds made gains as the ECB raised its main policy rates by 25bps but kept open its options for its September policy meeting.
    • Gilts made gains at the short end of the curve but losses at the long end despite a weak UK retail survey.
  • US Data Review

    US Data Review

    27 July 2023 298 KB PDF
    • Q2 GDP: firm growth, led by consumer spending and business investment
    • GDP price index: subdued in Q2
    • Durable goods orders: jump in headline led by transportation category
  • Euro Wrap-up

    Euro Wrap-up

    26 July 2023 272 KB PDF
    • Bunds made losses even as today’s ECB monetary data further illustrated the impact of higher interest rates on bank lending and deposits.
    • Gilts also made losses on a quiet day for top-tier UK economic data.
  • US Data Review

    US Data Review

    26 July 2023 277 KB PDF
    • New home sales: pause in recent recovery
  • US FOMC Review

    US FOMC Review

    26 July 2023 245 KB PDF
    • FOMC: no surprise with 25-basis-point hike; statement essentially unchanged from June
    • Powell: firm commitment to 2-percent inflation; upcoming meetings “live”