- Macro: Equity markets were higher yesterday with the Eurostoxx600, S&P500, and the Nasdaq all posting gains, as investors were risk-on after plans to further boost AI investment and the lack of immediate action on tariffs lifted shares. Later today, in Ireland December PPI and Property Prices for November are to be released at 11:00 and in the US, we have MBA mortgage applications at 12:00 and the Leading Index at 15:00. Central bank speakers today from ECB, Villeroy, Knot, Rehn, Lagarde and Nagel.
- Stock: We have an update on Bank of Ireland in relation to the auto finance mis-selling case in the UK. (Comment attached)
- Debt: Core Bond yields fell yesterday on mostly weaker economic data.
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