- A positive session for risk assets yesterday with US, Europe and UK markets all finishing in the green.
- Yesterday, Amazon’s CEO published his annual letter to shareholders. While some commentators dwelt on the potential pullback in AWS growth and lack of detail on new business opportunities, the market was more heartened by the flagged increase in demand, commitment to AI and chip development and improvement in fulfilment costs and delivery speed.
- A mixed session for core bond yields yesterday
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