- Macro: It was a mixed session for equity markets yesterday, as the Eurostoxx600 and the Nasdaq were up +0.99% and +0.22% respectively, while the S&P500 ended flat. From an economic standpoint today, we get Consumer Confidence from the Eurozone, while in the US we get 4Q GDP, Durable Goods Orders, Initial Jobless Claims and Core PCE, and Pending Home Sales. From Central Banks, ECB Meeting Minutes from the January meeting are released at 12:30, while Barkin, Bowman and Harker from the Fed all speak today.
- Stock: We have updates on the FY24 results of Cairn Homes, CRH, and Aviva. (Comment attached)
- Debt: Core bond yields moved lower yesterday as prospects of a deal to end the Russia/Ukraine war depressed energy prices, possibly leading to lower inflation.