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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 | 08.11.2024
Daily Note 08/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: It was a risk-on session in equity markets yesterday, with the Eurostoxx600, the Nasdaq, and the S&P500 all making gains, as rate cuts added to investor optimism following the US election results. In the day ahead, the main economic data point is the University of Michigan Consumer Sentiment Index, which is expected to show a marginal increase for November. From central bankers, we will have commentary from the Fed’s Bowman and Musalem, Vujcic and Panetta from the ECB, and the BOE’s Pill and Breeden.
- Stock: We have an update on Kingspan’s increased stake in Nordic Waterproofing. (Comment attached)
- Debt: Bond yields were mixed as the UK and US moved lower on rate cuts, whilst political instability saw German yields rise.
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Latest Weekly Trader & Bond Markets
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.
Latest Research | 31.10.2023
Weekly Trader & Bond Markets 31/10/2023 – Amazon.com, Smurfit Kappa & Carlsberg AS
Latest Daily Note
Daily Note 08/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 31/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 31.10.2024
Daily Note 30/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 23/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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