- Macro: There were mixed fortunes for equity investors to start the week yesterday, as the prospect of increased defence spending drove European markets higher, with the Eurostoxx600, the DAX, and the CAC all ending the session comfortably in the green. In the US, however, both the S&P500 and the Nasdaq were weak as tariffs on Mexico, Canada and China came into effect. Later today, the main release of note is the Eurozone unemployment rate out at 10:00. From central bankers, there will be commentary from the Fed’s Musalem.
- Stock: We have updates on PTSB, Volkswagen, and Supermarket Income REIT. (Comment attached)
- Debt: Core bond yields moved higher in Europe yesterday following unfavourable inflation data along with plans for increased defence expenditure.
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