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

  • Euro wrap-up

    Euro wrap-up

    2 June 2026 326 KB PDF
    • While euro area inflation rose to the highest level since September 2023 and core inflation surprised to the upside, Bunds followed USTs higher.
    • Gilts also made gains as BoE Governor Bailey reiterated that tighter financial conditions allowed the MPC time to assess the impact of the energy shock.
  • Euro wrap-up

    Euro wrap-up

    1 June 2026 299 KB PDF
    • Bund yields followed the global trend higher as oil prices rose on reports that Iran will halt discussions with the US, while European data showed that household inflation expectations remained elevated, the labour market remained resilient but German retail sales fell further.
    • Gilts underperformed on a quiet day for UK economic news.
  • US Data Review

    US Data Review

    1 June 2026 199 KB PDF
    • ISM manufacturing: indicating expansion for the fifth consecutive month; prices remain elevated