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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2023

  • Euro Wrap-up

    Euro Wrap-up

    4 January 2023 485 KB PDF
    • Euro area government bonds rallied as French inflation surprised on the downside and German import prices fell by a record amount.
    • Gilts also made sizeable gains as UK mortgage approvals slumped and a survey suggested that shop price inflation edged lower.
  • US FOMC Review

    US FOMC Review

    4 January 2023 114 KB PDF
    • FOMC minutes: committed to 2 percent inflation
  • Euro Wrap-up

    Euro Wrap-up

    3 January 2023 498 KB PDF
    • Euro area government bonds made gains as the flash estimates of German inflation in December fell much further than expected and surveys indicated a further moderation in supply pressures.
    • Longer-dated Gilts also made gains as the final UK manufacturing PMIs for December were revised up modestly from the very weak preliminary estimates.