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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 | 11.09.2025
Daily Note 11/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Equity: Equity markets had a mixed day yesterday with the US up, supported by weaker than expected PPI data and strong Oracle earnings. The S&P500 was up +0.3%, while the Nasdaq and European stocks were flat on the day. In the US, five of eleven sectors were positive with 40% of stocks finishing higher. Energy (+1.77%) and Information Technology (+1.76%) were the two strongest sectors. Consumer Discretionary (-1.58%) and Consumer Staples (-1.06%) were the weakest. Oracle shares jumped +36%, its biggest one-day gain since 1992, after the software giant confirmed its remaining performance obligations rose 359% to $455bn during the last quarter. In Europe, three of eleven sectors were positive with 42% of companies finishing higher on the day. Industrials (+0.55%) and Utilities (+0.47%) were the strongest. Communication Services (-1.23%) and Information Technology (-1.23%) were the weakest. Associated British Foods, had a noticeably weak day, with shares falling -13% after the company reported weak sales at Primark and an “uncertain” consumer environment.
- Macro: In macro news yesterday, US PPI unexpectedly declined for the first time in four months. PPI for August was -0.1% (est. +0.3%) MoM and 2.6% (est. 3.3%) YoY. MBA Mortgage Applications for the week ended 5th September increased by 9.2% whilst final Wholesale Inventories for July increased +0.1% MoM (est. 0.2%). In macro news today, the focus in Europe will be on the ECB interest rate decision. It is estimated that the bank will leave the refinancing rate unchanged at 2.15%. In the US, CPI for the month of August will be the key data print of the day. Inflation is expected to increase 0.3% MoM to an annualised rate of 2.9%.
- Stocks: TotalEnergies: (Overweight PT €62 Upside 17.5%). Details around recent deals in the LNG space. Datalex: (De-listing) EGM approved delisting, ahead of 11th September, which is its last day on the Euronext Dublin.
- Debt: Bond markets finished relatively unchanged yesterday despite a much weaker than expected US PPI report as the market rallied into US 10-year supply but came off a little afterwards.
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Latest Daily Note
Daily Note 11/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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