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

FILTER DOCUMENTS

Category Clear
Archive Reset

2025

2024

  • Euro wrap-up

    Euro wrap-up

    1 July 2024 273 KB PDF
    • Despite an easing in German inflation in June, Bunds made notable losses but OATs outperformed as Le Pen’s far-right RN party appeared more likely to fall short of an absolute majority despite dominating the first round of voting in the French general election.
    • Gilts also made losses while the spread between 2-year and 10-year gilts turned positive for the first time since May 2023, even as UK bank lending slowed in the middle of Q2.
  • US Data Review

    US Data Review

    1 July 2024 282 KB PDF
    • ISM manufacturing: contraction in 19 of the past 20 months
    • Prices: further moderation in June; close to 50.0 percent