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

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    Daiwa’s research coverage of the euro area and UK economies.

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    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

    29 February 2024 290 KB PDF
    • Bunds made gains as the flash February inflation estimates from several euro area member states remained consistent with disinflation while data for German retail sales, jobless claims and underlying negotiated wages all in on the soft side.
    • Gilts also made gains as data showed that UK households again made a net repayment of their housing debt even as new mortgage approvals continued to recover.
  • US Data Review

    US Data Review

    29 February 2024 387 KB PDF
    • PCE price index: high-side reading in January
    • Real consumer spending: likely on track in Q1 despite dip in January
  • Euro Wrap-up

    Euro Wrap-up

    28 February 2024 281 KB PDF
    • Bunds made modest gains as the European Commission’s economic sentiment survey reported a deterioration in business confidence and a moderation in firms’ selling-price expectations.
    • Gilts were mixed on a quiet day for economic news from the UK.
  • Euro wrap-up

    Euro wrap-up

    27 February 2024 299 KB PDF
    • Bunds made modest losses even as German and French consumer confidence remained low and consistent with lacklustre consumer spending, while euro area bank lending remained subdued too.
    • Gilts also followed USTs lower even as a UK survey suggested that shop price inflation fell to its lowest since March 2022.
  • European Banks - Quarterly ESG Update

    European Banks - Quarterly ESG Update

    26 February 2024 572 KB PDF
    • Rate cuts and development of new market segments will support ESG bond market growth in 2024
    • Blue and orange bonds have potential to leave their mark as growth parameters are in place. ESG ratings will soon be more highly regulated and transparent but not necessarily more comparable
  • US Data Review

    US Data Review

    26 February 2024 345 KB PDF
    • New home sales: pickup from downward-revised pace
    • Inventory of unsold homes: elevated from longer-term perspective
    • Prices: off recent highs but well-above pre-pandemic norms
  • Euro Wrap-up

    Euro Wrap-up

    23 February 2024 342 KB PDF
    • Despite some mixed commentary from ECB Governing Council members, Bunds made gains as the ifo survey suggested that the German economy remains in recession.
    • Gilts also rose as a UK consumer confidence survey disappointed expectations and suggested that purchase intentions remained subdued.
  • Euro Wrap-up

    Euro Wrap-up

    22 February 2024 337 KB PDF
    • Shorter-dated Bunds made losses as the flash euro area PMIs beat expectations, but the German composite PMI implied a steeper pace of contraction, while final euro area inflation figures suggested a further slowing in momentum.
    • Gilts had a mixed performance, even as the flash February PMIs signalled an accelerated pace of recovery and persisting services price pressures.