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Daily Note 10/06/2025 – Market View: Day Ahead, Macro, Stocks, Debt Markets

10.06.2025



Macro: Equity markets had a mixed day yesterday with the S&P500 up 9bps and the Nasdaq rose 31bps, as Europe moved in the opposite direction falling 7bps. Economic releases today include the EU’s Sentix Investor confidence and the US NFIB Small Business Optimism survey. From the central bankers, the US Fed is in quiet period ahead of their next meeting, but the ECB’s Villeroy, Holzmann, and Rehn will be speaking.

Stock: We have updates on Apple and Greencoat Renewables. (Comment attached)

Debt: Core bond yields were little changed with a holiday in some European markets, a Fed in quiet period and ongoing US-China trade talks, leaving the market in a wait-and-see mood.