- Macro: It was a weak session for equities yesterday, as the Eurostoxx600, the Nasdaq, and the S&P500 all traded down in the worst day for equities since December 2022, as AI related technology stocks came under pressure. Later today, at 13:30pm out of the US, we have 2Q US GDP, which is expected to have expanded on last quarters reading, with Initial Jobless claims of 238k expected and Durable goods orders for Jun set to increase on the May reading.
- Stock: We have issued earnings updates on TotalEnergies, Nestle and Roche Holdings. (Comments Attached)
- Research Note Issued: We have issued a note on Ryanair reiterating our BUY rating on the stock following the recent selloff .
- Debt: Core Bond yields moved higher following the selloff in equity markets.
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