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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2026

2025

  • Euro wrap-up

    Euro wrap-up

    14 April 2026 333 KB PDF
    • While Spanish inflation in March was revised higher as energy prices rose the most in four years, euro area govvies followed the global trend higher.
    • Gilts also made gains, while a UK retail survey suggested that sales in March were firm, albeit flattered by the timing of Easter.
  • Finnvera - Issuer Profile

    Finnvera - Issuer Profile

    13 April 2026 414 KB PDF
    • Finnvera is Finland’s national promotional bank and its Export Credit Agency. Established in 1999, it is wholly owned by the Finnish government.
    • Its mandate is to support export-oriented economic activities and to promote the internationalisation of Finnish companies, notably in the SME sector.
    • Finnvera's liabilities are supported by an explicit state guarantee.
  • US Data Review

    US Data Review

    13 April 2026 215 KB PDF
    • Existing home sales: activity slows to a nine-month low
  • US Economic Comment

    US Economic Comment

    10 April 2026 375 KB PDF
    • March CPI: Energy-related surge in headline; report leaves Fed calculus little changed
    • Consumer sentiment: record low prompted by jump in near-term inflation expectations
  • Euro wrap-up

    Euro wrap-up

    2 April 2026 414 KB PDF
    • Bunds made losses as global wholesale energy prices jumped in response President Trump’s threats of further escalation in the Middle East conflict.
    • While the BoE DMP survey suggested that UK firms’ wage and price expectations remained well contained in March, Gilts underperformed.
  • US Data Review

    US Data Review

    1 April 2026 267 KB PDF
    • Retail sales: solid rebound after weather-related disruption in January
    • ISM manufacturing: indicating expansion for the third straight month; prices jump to a four-year high
  • US Data Review

    US Data Review

    31 March 2026 233 KB PDF
    • Consumer confidence: slight uptick influenced by improvement in views on current conditions; inflation expectations jump
  • Euro wrap-up

    Euro wrap-up

    31 March 2026 371 KB PDF
    • While euro area inflation jumped to a 14-month high in March and energy prices rose the most in four years, euro area govvies followed the global trend higher.
    • Gilts also made modest gains, while a survey suggested that UK shop prices were little changed in March.