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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 | 04.07.2024
Daily Note 04/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: It was a positive session for equity markets yesterday with the Eurostoxx600, the S&P500 and the Nasdaq all making gains, as traders positioned ahead of the 4th of July public holiday in the US. Today, the main focus for investors will likely be the general election in the UK, with votes being cast between 7am and 10pm with the winner to be announced in the early hours of tomorrow morning. It is a very quiet day from an economic standpoint, with the UK construction PMI for June the only release of note.
- Stock: We have provided updates pertaining to GSK, Roche, Alphabet and Cairn Homes.
- Debt: Core bond yields moved lower yesterday on weak economic data.
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Latest Daily Note
Daily Note 04/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.07.2024
Daily Note 03/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.07.2024
Daily Note 02/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.07.2024
Daily Note 28/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 27/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 26/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.06.2024
Daily Note 25/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 25.06.2024
Daily Note 21/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.06.2024
Daily Note 20/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 19/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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