- Macro: Following the S&P500’s worst daily performance of 2025 on Friday, US equities had a poor start to the current week yesterday with the S&P500 and the Nasdaq both posting losses. The Eurostoxx600 was little changed on the day. Today, the ECB will publish an indicator for negotiated wages in the bloc. Later, out of the US, we get the FHFA house price index for December, along with the February Conference Board Consumer Confidence Index and the Richmond Fed Manufacturing Index. From central bankers, there will be commentary from Barkin, Barr, and Logan from the Fed, the ECB’s Schnabel and Pill from the BOE.
- Stock: We have an update on our meeting with the IR team of Bank of Ireland along with other updates on Supermarket Income REIT, Uniphar, and Apple. (Comment attached)
- Debt: Core bond yields were little changed in Europe yesterday as inflation data was largely in line.