- Macro: Equities were mixed yesterday, as the EuroStoxx600 and the S&P500 were down slightly whilst the Nasdaq rose marginally, as markets recalibrate to potentially less aggressive policy easing going forward. In economic news in the day ahead, we have Eurozone Consumer Confidence at 15:00, whilst in the US, MBA mortgage applications are to be released at 12:00, existing home sales at 15:00 and the Fed’s Beige book release at 19:00.
- Stock: We have updates on L’Oreal’s and Roche’s Q3 sales figures. (Comment attached)
- Debt: Core bond yields moved higher yesterday in a quiet day of economic data.