{podcast} It has been a mixed night for equities although small cap can claim a small victory, outperforming for a second day in a row. Yesterday’s positive vaccine news is one factor still at play while big tech is also under pressure from antitrust rules in Europe. Core global yields have edged up again with 10y UST yields now trading at 0.96%. Quiet night for FX, AUD little changed at 0.7286, NZD back above 68c ahead of RBNZ today and EUR shows little reaction to EU news agreement on long term funding, a positive step for ratification of Recovery fund. European equity had another good night with major regional ... (full story)