- Macro: Equity markets continued the recent positive momentum yesterday, as the Eurostoxx600, the S&P500, and the Nasdaq each finished the day in the green, as commentary from members of both the Fed and ECB had a dovish tilt. In economic news later today, the main point of note will be the final reading University of Michigan Consumer Sentiment Survey.
- Stock: We note that the Irish Times reported this morning that Revolut confirmed plans to launch a direct-to-consumer mortgage offering in the Q4 of this year. (Comment attached)
- Debt: Core bond yields moved lower yesterday following dovish comments from central bank members
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