- A cautious session for risk assets yesterday with Europe, the UK and US indices all posting marginal gains, but the NASDAQ lagged behind finishing in the red.
- We removed Flutter Entertainment from our Analyst Conviction List (ACL) yesterday when the price hit €170, through our recently upgraded price target of €165 and up 33% year-to-date, recording a 15% profit since its inclusion in our ACL back in November 2021. (Comment attached)
- Core bond yields moved higher yesterday ahead of the key US CPI reading today.
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