- Macro: US markets rose yesterday with the S&P 500 and Nasdaq up 1.67% and 2.50% respectively. Europe ended higher with the Stoxx 600 broad index rising 1.78%. Later this morning, in Europe we get Germany IFO Business Climate Index and Ireland PPI. In the US, we get Durable Goods Orders, Initial Jobless Claims and Existing Home Sales. From central banks we have Nagel, Simkus and Rehn of the ECB, while Kashkari from the Fed will be speaking.
- Stock: We have updates on Roche, Nestle, Glanbia, and Supermarket Income REIT. (Comment attached)
- Debt: Core bond yields moved higher in Europe yesterday as a result of a dovish tone from the ECB
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