London & NY Research


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


    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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  • Euro wrap-up

    Euro wrap-up

    13 April 2022 511 KB PDF
    • Bunds followed USTs higher while data showed a continued decline in euro area labour market slack, albeit with ample spare capacity in some member states.
    • Gilts made modest gains at the short end of the curve despite another upside surprise to UK inflation.
  • Euro wrap-up

    Euro wrap-up

    12 April 2022 599 KB PDF
    • Bunds followed USTs higher while the ECB’s latest bank lending survey reported a tightening in credit standards and German investor confidence continued to deteriorate amid ongoing uncertainties with the Ukraine war.
    • Gilts also made gains as the latest UK labour market data saw real regular pay growth decline despite increasing tightness in the market.
  • US Data Review

    US Data Review

    12 April 2022 153 KB PDF
    • CPI: Prices of food and energy continue to soar
    • Prices of a few goods decline
    • Prices of services jump
  • Euro wrap-up

    Euro wrap-up

    11 April 2022 595 KB PDF
    • Bunds made losses in line with the global trend, while French bonds outperformed as the first round Presidential vote saw Macron and Le Pen progress to the second round in line with expectations.
    • Gilts also made sizeable losses despite weaker than expected UK GDP growth in February. 
  • US Economic Comment

    US Economic Comment

    8 April 2022 298 KB PDF
    • The interest rate path: insights from history
    • Balance sheet plans come into clearer focus
  • Euro Wrap-up

    Euro Wrap-up

    7 April 2022 608 KB PDF
    • Bunds followed USTs lower as the ECB account confirmed that Governing Council members remained divided about the risks to inflation, while euro area retail sales and German IP made only modest gains in February.
    • Gilts also made modest losses on a day bereft of top-tier UK data.
  • US Data Review

    US Data Review

    7 April 2022 150 KB PDF
    • Unemployment claims: sharp revisions because of a shift in seasonal adjustment.
  • Euro Wrap-up

    Euro Wrap-up

    6 April 2022 580 KB PDF
    • Longer-dated Bunds followed USTs lower as euro area producer price inflation rose to a new record high, but German factory orders fell short of expectations and the euro area construction PMIs fell sharply.
    • Gilts also made losses while the UK construction PMI survey signalled ongoing solid expansion in the sector.