• Macro: Equities closed lower yesterday, as the Eurostoxx600, the S&P500 and the Nasdaq were all in the red, as megacap tech stocks retreated on the back of more conservative rate cut expectations. In economic news in the day ahead, we have France, Germany, UK and the Eurozone PMI releases, while in the US, we have Initial Jobless claims at 13:30, US PMI figures at 14:45 and New Home Sales at 15:00.
  • Stock: We have updates on both Kerry Group’s and Barclay’s Q3 figures. (Comment attached)
  • Debt: Core bond yields were mixed yesterday on a day of light economic data.