- Macro: Equity markets were mostly stronger yesterday, with the Eurostoxx600, the S&P500 and the Nasdaq all moving higher, as markets start off the month on a positive note. From an economic perspective later today, we will have JOLTS Job Openings for October at 15:00, expected to increase marginally from its prior read. From central bankers, we have Panetta and Cipolone from the ECB, with Kugler and Goolsbee from the FED.
- Stock: We have updates on Kingspan and Ryanair whilst we have changed our recommendation to HOLD on Visa. (Comment attached)
- Debt: Core bond yields moved lower in Europe yesterday as France, Germany and UK PMI numbers came in lower than anticipated and US markets were little changed in spite of slightly stronger than expected Manufacturing PMI and ISM Manufacturing figures.
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