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 October 2023 330 KB PDF
    • Bunds made gains as euro area data confirmed a contraction in GDP in Q3 and a big drop in inflation in October.
    • Gilts also made gains as a UK survey suggested that shop price inflation fell further in October.
  • Euro Wrap-up

    Euro Wrap-up

    30 October 2023 322 KB PDF
    • Bunds made gains as German GDP fell slightly in Q3 and German inflation took another big step down in October.
    • Gilts followed US Treasuries lower despite some further weak UK mortgage lending and approvals data.
  • Euro Wrap-up

    Euro Wrap-up

    27 October 2023 345 KB PDF
    • Bunds made gains as flash data from certain member states were consistent with a modest drop in euro area GDP in Q3 and a substantive step down in euro area inflation in October.
    • Gilts also made gains on a quiet end to the week for UK economic data.
  • US Economic Comment

    US Economic Comment

    27 October 2023 517 KB PDF
    • Next week’s FOMC meeting: officials send “pause” signal
    • Financial conditions: recent tightening may eliminate need for further hikes
    • Growth and inflation data: still firm but unlikely to sway Committee views
  • Euro Wrap-up

    Euro Wrap-up

    26 October 2023 231 KB PDF
    • While the ECB left interest rates unchanged, Bunds made gains as President Lagarde’s tone in her post-meeting press conference was more dovish than of late, acknowledging that recent hikes are being increasingly felt in the real economy.
    • Gilts also made gains as a survey suggested that UK retail sales were weak at the start of Q4.
  • Issuer Profile

    Issuer Profile

    26 October 2023 392 KB PDF
    • Black Sea Trade and Development Bank
  • US Data Review

    US Data Review

    26 October 2023 289 KB PDF
    • Q3 GDP: robust growth led by consumer spending and inventory investment
    • Inflation gauges: firm increase in the GDP price index, but moderate advance in the core PCE index
  • Euro Wrap-up

    Euro Wrap-up

    25 October 2023 303 KB PDF
    • Bunds followed USTs lower as a German business survey defied expectations of a further decline but remained consistent with unfavourable conditions, while lending to euro area firms and households continued to slow.
    • Gilts also made losses on a day bereft of top-tier UK data.