- Macro: Markets ended the day mostly higher yesterday, with the S&P 500 and the Nasdaq up modestly, as investors positioned for a positive earnings season. In Europe, the Stoxx 600 broad index was also up slightly. Later today, at 10.00 we have German ZEW Survey Expectations (Oct, +10.0 est.) and EU Industrial production (Aug, 1.8% MoM est.). Then later at 13.30 in the US we get the US Empire Manufacturing index (Oct, 3.6 est.).
- Stock: We have updates on Dalata’s long-term vision for the future and Volkswagen’s full year forecasts. We are transferring coverage of Alphabet. (Comment attached)
- Debt: Core bond yields were little changed yesterday following light economic data.