London & NY Research

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    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

    12 June 2026 458 KB PDF
    • Bunds tracked the swings of global bond markets on the news-flow out of the Middle East and ended the day higher while a moderation in German inflation in May was also confirmed.
    • Gilts made larger gains after UK GDP contracted at the start of Q2.
  • Euro wrap-up

    Euro wrap-up

    11 June 2026 320 KB PDF
    • While the ECB raised rates for the first time since 2023 and signalled the likelihood of additional tightening to come, Bunds followed USTs higher.
    • Gilts also made modest gains while a UK survey flagged expectations of near-term house price declines but stability 12 months ahead.
  • US Data Review

    US Data Review

    10 June 2026 206 KB PDF
    • CPI: energy prices continue to boost the headline as conflict in the Middle East remains largely unresolved; core inflation comes in below consensus
  • Euro wrap-up

    Euro wrap-up

    9 June 2026 334 KB PDF
    • Bunds followed the global trend higher, while German industrial production returned to modest growth in April underpinned by a strong rebound in construction.
    • Gilts also made gains, while a UK retail survey suggested that a rebound in sales values in May was boosted by higher prices and a temporary heatwave.
  • Euro wrap-up

    Euro wrap-up

    8 June 2026 249 KB PDF
    • After the escalation of conflict in the Middle East over the weekend, Bunds opened lower before paring losses over the day, while German new factory orders fell back at the start of Q2.
    • Gilts also made losses, while a UK survey pointed to a further softening in labour demand and pay growth in May.
  • Euro wrap-up

    Euro wrap-up

    5 June 2026 372 KB PDF
    • While revised euro area GDP data reported a contraction in Q1, Bunds followed USTs lower. 
    • Gilts ended the day little changed, while a UK survey suggested that business inflation and wage expectations remain relatively well behaved
  • US Economic Comment

    US Economic Comment

    5 June 2026 395 KB PDF
    • May employment: firming job growth and low unemployment suggest Fed on hold for foreseeable future
  • Euro wrap-up

    Euro wrap-up

    4 June 2026 362 KB PDF
    • Bunds followed the global trend higher as euro area retail sales fell in April and revised Irish GDP estimates reported a record contraction.  
    • Gilts also made gains as the UK construction PMI fell to a six-year low, but new car registrations in May were the best since 2019.