Recorded 10:15am GMT / 5:15 Eastern Time
* Europe +0.7% but value notable underperformer, -1%
* Airline +2% (Easyjet +5% on earnings) but Autos and Banks -1% -- so big divergence within value
* Hangover day in Europe with regard to EU rescue fund... after the euphoria yesterday on the grant / loan skew we now need to get it all signed off...
* Heathcare +2% on no news so maybe showing rotation back into stay at home and virus proxies?
* Placings AGAIN. Rolls Royce & IWG placing and have gone very well... despite my call yesterday that perhaps the market was a bit exhausted...
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