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

    10 October 2024 323 KB PDF
    • While strong German retail sales suggested that consumer spending will provide some much-needed support to GDP in Q3, Bunds followed USTs higher at the short end as the account of the ECB’s September monetary policy meeting reported an increasingly downbeat mood on the Governing Council.
    • Longer-dated Gilts made modest losses as a UK housing survey signalled the strongest house price growth for more than two years.
  • US Data Review

    US Data Review

    10 October 2024 259 KB PDF
    • CPI: firm increase in core, with both goods and services contributing
    • Unemployment claims: rise in initial and continuing claims influenced by hurricane-related weather effects
  • Euro wrap-up

    Euro wrap-up

    8 October 2024 272 KB PDF
    • While German IP beat expectations, Bunds made gains as typically-hawkish Bundesbank President Nagel suggested that he would consider supporting a rate cut next week.
    • Gilts also made gains even as a UK retail survey suggested that sales growth picked up at the end of Q3.
  • Euro wrap-up

    Euro wrap-up

    7 October 2024 250 KB PDF
    • While German factory orders disappointed, Bunds made losses as manufacturing turnover rose for the first month in six and by the most since November 2021.
    • Gilts followed the global trend lower as the Halifax house price index reported a third monthly increase in September to the highest level since mid-2022.
  • Euro wrap-up

    Euro wrap-up

    4 October 2024 355 KB PDF
    • Bunds followed USTs lower while French industrial production surprised to the upside in August, reporting the strongest monthly growth in 15 months.
    • Gilts made losses as BoE Chief Economist Pill cautioned against cutting Bank Rate too far or too fast, while the UK construction PMI signalled the strongest growth since April 2022.
  • US Economic Comment

    US Economic Comment

    4 October 2024 372 KB PDF
    • September employment: suggesting firm underlying labor market conditions
  • US Data Review

    US Data Review

    3 October 2024 265 KB PDF
    • ISM services: firm readings on business activity and new orders; employment signals contraction
    • Unemployment claims: initial claims move up while continuing claims inch lower
  • Euro wrap-up

    Euro wrap-up

    3 October 2024 345 KB PDF
    • Bunds followed USTs lower while euro area producer prices rose for a third successive month on higher energy costs.
    • Gilts made gains as BoE Governor Bailey signalled that the MPC could become a “bit more aggressive” in its rate cuts.