- Macro: Markets rebounded somewhat in the US with the S&P up 49bps and the Nasdaq up more at 1.22%. Europe also performed positively as the Stoxx Europe 600 broad index rose 81bps. Later today in Europe we get EU Industrial production and Irish CPI. In the US we have PPI for Feb, followed by Initial Jobless Claims for March 8th. ECB central bankers speaking today include Rehn, Guindos, Holzmann, Villeroy and Nagel.
- Stock: We have updates on Roche and Glenveagh Properties, along with a meeting held in our offices with the CEO and CFO of Grafton Group. (Comment attached)
- Debt: Core bond yields were little changed in the US yesterday following a more benign CPI report than expected.