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

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  • Euro wrap-up

    Euro wrap-up

    22 September 2026 274 KB PDF
    • Bunds made modest losses even as euro area consumer confidence weakened to its lowest level in three months.
    • Gilts made larger losses as UK public borrowing again exceeded expectations in August to run well above OBR forecast.
  • Euro wrap-up

    Euro wrap-up

    18 September 2026 387 KB PDF
    • Bunds followed the global trend lower as German PPI inflation jumped to the highest level in more than three years and household inflation expectations ticked higher.
    • Gilts underperformed as UK retail sales beat expectations to maintain this year’s steady uptrend.
  • US Economic Comment

    US Economic Comment

    18 September 2026 344 KB PDF
    • Updated rates forecast: an additional hike in late ’26 before deceleration in inflation ushers in modest easing next year
    • Q3 GDP update: firm retail sales in August suggest faster economic growth than previously projected
  • Euro wrap-up

    Euro wrap-up

    17 September 2026 327 KB PDF
    • Bunds made gains at the longer end of the curve as euro area inflation in August was revised down despite matching a three-year high.
    • Gilts rallied across the curve as the BoE’s MPC left Bank Rate unchanged with the same majority in favour of the decision as in July and agreed a long-term plan for QT, ceasing its sales of its longest-dated Gilts.
  • Euro wrap-up

    Euro wrap-up

    16 September 2026 284 KB PDF
    • As wholesale energy prices fell, Bunds made gains while euro area IP softened at the start of Q3.
    • Gilts outperformed even as higher petrol prices pushed UK inflation up to a five-month high and the core rate remained unchanged.
  • US Data Review

    US Data Review

    16 September 2026 221 KB PDF
    • Retail sales: broad-based increase in activity in August
  • US FOMC Review

    US FOMC Review

    16 September 2026 210 KB PDF
    • FOMC decision: the Committee voted unanimously to raise the target range for the federal funds rate by 25 basis points to 3-3/4 to 4 percent
    • Committee statement & press conference: hawkish language indicates a willingness to hike further in response to upside inflation risks
  • CABEI - Issuer Profile

    CABEI - Issuer Profile

    15 September 2026 352 KB PDF
    • CABEI is a multilateral development bank and the primary financing channel in Central America, driving regional integration, economic growth, and social development by funding sustainable infrastructure, foreign investment, and public-private sector projects