- Macro: Equity markets were weaker yesterday, with the Eurostoxx600, the S&P500 and the Nasdaq all moving lower as markets were risk off before the key interest rate decision out later today. Later today in Europe, Eurozone CPI is expected to remain unchanged at 2.3%, while in the US, we have MBA Mortgage Applications at 12:00, with Housing starts and Building permits for November out at 13:30, and finally, we have the FOMC rate decision at 19:00. From the ECB today, Muller and Lane will be speaking.
- Stock: We have updates on Dalata, GSK, and Barclays. (Comment attached)
- Debt: UK Gilt yields moved higher yesterday on the back of stronger wages data.
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