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Latest Daily Note

Each day we produce a market commentary outlining critical economic and company developments. We leverage off our global network of analysts and investment professionals to provide clients with critical insights from our local teams first thing in the morning.

Latest Research | 27.05.2025

Daily Note 27/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: Europe ended higher yesterday with the Stoxx 600 broad index rising 1.0%. US markets were closed for Memorial Day. Later today, we get EU Consumer Confidence, while in the US, we get Durable Goods orders, FHFA House Price Index and Conf. Board Consumer Confidence. From central bankers, Villeroy, Nagel from the ECB and Kashkari from the Fed will be speaking.
  • Stock: DCC today announced the launch of its £100m buyback programme which is expected to run until September 30th. (Comment attached)
  • Debt: With the US and UK markets closed it was a quiet day in core bond markets, whilst peripheral European markets saw slightly lower yields.

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    On Mondays, we release our Weekly Trader in which we outline key themes driving market sentiment, a review on critical developments within our preferred sectors, equities commentary and market-moving stories to start the week. Our in-house Investment Committee meets on a weekly basis to craft this strategy, aimed at allowing our clients to dynamically position portfolios and to take advantage of market developments.

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    Latest Daily Note

    Daily Note 27/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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