- Macro: Markets ended the day mostly weaker yesterday, with the S&P 500 and the Nasdaq down marginally, as slightly higher inflation and weak jobs data increased debate around the pace of future Fed rate cuts. In Europe the Stoxx 600 broad index was also in the red. Later today we get US PPI at 13.30 (Sept 0.1% MoM est.), University of Michigan Sentiment index at 15.00 (Oct. 71.0 est.)
- Stock: We have an update on a meeting with Supermarket Income REIT and a drug approval for Roche. (Comment attached)
- Debt: Core bond yields were little changed yesterday following a range of economic data.
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