- Macro: Markets ended the day mixed yesterday with the S&P 500 and the Nasdaq both in the red, as J Powell indicated that rate cuts may come slower than expected. However, in Europe, the Stoxx 600 broad index had a good day rising +1.08%. Later this morning, we get Ireland’s trade balance at 11am, then in the US at 1.30pm we have the Empire Manufacturing Index, Retail Sales, and Import Prices. Then at 2.15pm we have Industrial Production, Capacity Utilisation, and Business Inventories.
- Stock: We have updates on GSK and Microsoft. (Comment attached)
- Debt: Core bond yields moved lower yesterday on a relief bounce as some of the ‘Trump Trades’ reversed.
Overview
Investment Solutions
Pension Solutions
SDIO
Application Forms – Intermediaries
Creating impact for your clients, their financial goals, and their future
Overview
Focused on your organisation, funding its growth, and unlocking its full potential
Debt Capital Markets
Probate Services
Dedicated to institutional wealth, stakeholder value, and a sustainable future
Overview
Investment Services
Stewardship
Supportive of you, your custodial vision, and your philanthropic goals
X