Live

Lucy worked 04:00–06:42 · 47 actions · 3 require reviewView all

Markets pulse

7 events identified by Lucy overnight, mapped to your client book.

DAX

18,247.30+0.42%

MSCI World

3,471.85+0.18%

S&P 500

5,634.10+0.61%

EUR Govt Bond

89.27-0.12%

Today's market events affecting your book

Critical06:45 CET

ECB rate decision — 25bp cut signalled

Lagarde indicated rate path inflection. Bond ladder durations across 23 portfolios under review. Lucy modelled impact: −1.4% on average bond sleeve.

Morningstar Markets · 19 May, 06:45 CET

Affecting 23 clients

Watch04:12 CET

NVIDIA — 10-K filing detected

Q4 revenue beat, guidance softened on data-center segment. Morningstar Wide Moat reaffirmed, Fair Value lifted 4%. Held by 14 of your clients with average weight 4.2%.

Morningstar Articles · 19 May, 04:12 CET

Affecting 14 clients

Watch07:15 CET

Roche, Nestlé — Fair Value premiums above 20%

Both flagged as Overvalued. Switch candidates ready in Research Hub. Conviction Score: Roche 62/100, Nestlé 58/100.

Morningstar Equity Research · 19 May, 07:15 CET

Affecting 9 clients

Info06:15 CET

Allianz — Q1 earnings beat consensus

Combined ratio improved to 94.2%. Three of your portfolios hold Allianz at >3% weight. No mandate breaches detected.

Morningstar Equity Research · 19 May, 06:15 CET

Affecting 3 clients

Info05:48 CET

BMW — Earnings beat, dividend lifted

FY guidance raised, free cash flow ahead of consensus. Two clients hold BMW with weights between 2.1% and 3.4%.

Morningstar Articles · 19 May, 05:48 CET

Affecting 2 clients

Watch04:30 CET

MSCI World — Sustainability Index reconstitution

Three additions, two removals in the ESG-tilted version. Maximilian Schmidt's SUSW position affected — switch impact: −0.3% net weight.

Morningstar Sustainability Atlas · 19 May, 04:30 CET

Affecting 1 client

Info07:02 CET

Bund yields — 10Y rose to 2.58%

Steepening continues. Bund Future ETF in Müller-Stiftung portfolio shows mark-to-market drag of −0.4% intraday.

Morningstar Markets · 19 May, 07:02 CET

Affecting 1 client

Security exposure

NVDA · NVIDIA Corporation

Technology

14clients hold this

€6.2M total exposure

View affected clients

IWDA · iShares Core MSCI World

Diversified Equity

27clients hold this

€18.4M total exposure

View affected clients

ALV · Allianz SE

Insurance

8clients hold this

€2.1M total exposure

View affected clients

Lucy's watchlist

Instrument	Trigger	Status	Last Check	Action
Roche (ROG)	Fair Value premium > 20%	triggered	07:15 CET	Switch list ready
Müller-Stiftung allocation	US Tech weight > target + 4%	triggered	04:58 CET	Rebalancing draft
Schmidt ESG score	Holding Globes < 3	threshold	06:01 CET	Switch candidates
DAX volatility	30D VIX-equiv > 18	normal	07:30 CET	Monitor only
EUR/USD	Move > 2σ	normal	07:30 CET	Monitor only

All market data sourced from Morningstar Direct · last refreshed 07:42 CET · Lucy auto-refreshes every 15 minutes during market hours.