- A generally positive session for risk assets yesterday with the UK and US markets finishing in the green, while Europe and the NASDAQ lagged with marginal declines.
- We are publishing a research note on Disney this morning. Our price target is unchanged at $126, however as this offers some 25% upside to yesterday’s closing price, we are upgrading to a Buy from Hold.
- Core bond yields moved lower yesterday despite the spike in crude oil prices.
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