London & NY Research


    Daiwa Europe’s market-leading research on the Japanese economy.


    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

    17 October 2022 538 KB PDF
    • Gilts rallied hard as new UK Chancellor Hunt cancelled most of PM Truss’s planned tax cuts and also his intention to reduce the generosity of the government’s support for household energy bills from April on.
    • Bunds followed Gilts higher while European natural gas prices fell to the lowest since mid-June on expectations of new EU policy interventions in the market.
  • US Data Review

    US Data Review

    14 October 2022 151 KB PDF
    • Retail sales: activity ex autos and gas tilts positive

  • Euro Wrap-up

    Euro Wrap-up

    14 October 2022 413 KB PDF
    • Bunds made losses while the euro area trade deficit hit a new record high.
    • Gilts made bigger losses as Liz Truss fired her Chancellor, reverted to increasing corporation tax, but still left uncertainty about the UK fiscal outlook and appeared to remain extremely lacking in market and political credibility.
  • US Economic Comment

    US Economic Comment

    14 October 2022 356 KB PDF
    • Consumer inflation: relief in the pipeline?
    • Recent Fed quotes: insights into the (far off) pivot
  • US Data Review

    US Data Review

    13 October 2022 151 KB PDF
    • CPI: energy prices ease; food prices jump; broad pressure in core
  • US Data Review

    US Data Review

    12 October 2022 155 KB PDF
    • PPI: food and energy misbehave; pressure ex food and energy eases
  • Euro wrap-up

    Euro wrap-up

    12 October 2022 491 KB PDF
    • Bunds made losses while euro area IP rebounded in August as supply bottlenecks eased, but production by energy-intensive manufacturers fell.
    • Shorter-dated Gilts made sizeable gains as UK GDP fell more than expected in August to be on track for a non-negligible contraction in Q3; longer-dated Gilts pared back earlier big losses as the BoE stepped up its buying but maintained a threat to exit the market at the end of the week.
  • US FOMC Review

    US FOMC Review

    12 October 2022 111 KB PDF
    • FOMC Minutes: as might be expected (and hoped), focused on inflation