Enjoying the job thus far Liz? Talk about making an entrance. Her favorability rating plummeted but at least she stuck by her guns and didn’t deviate from her plan within a week of announcing it. Umm…and while I’m not sure thanking her is the correct way to put it, at the minimum she’s introduced many of us to the concept of LDIs! The UK tax cut that wasn’t is just one of many macro headlines keeping markets on their toes. Judging by the green on the screen, they’re actually on the balls of their feet as they sprint higher. But those of you that read the View religiously knew this would happen because we told you as much on Friday. We jest but October has historically gone better post a poor September and that box was surely ticked last month. Seasonal trends are no match for the intensity of negative sentiment markets have been subjected to but for now Q4 is off to a strong start.
The content on this site is available to all Redburn clients as part of Redburn Execution’s standard service. It is not considered substantive research and there are no commercial implications to viewing these pages.
Please enter your email address below to view this page. If you are still unable to access the page, please speak to your account manager.