- Macro: US markets rose yesterday with the S&P 500 and Nasdaq up 3.15% and 4.17% respectively. Europe ended higher with the Stoxx 600 broad index rising 1.20%. Later this morning, in Europe we have Germany ZEW Survey numbers, while in the US, the main focus point will be the Core CPI release for April.
- Stock: We have updates on DCC, Apple, and Greencoat Renewables. (Comment attached)
- Debt: Treasury yields climbed in the US yesterday as expectations for rate cuts were lowered to only two in 2025