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Each day we produce a market commentary outlining critical economic and company developments. We leverage off our global network of analysts and investment professionals to provide clients with critical insights from our local teams first thing in the morning.

Latest Research | 11.08.2023

Daily Note 11/08/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • It was a solid day for equities yesterday with all major indices finishing in the green.
  • Saputo, peer of Glanbia, released Q1’24 earnings last night in which EPS beat analyst estimates.
  • As the market tried to absorb a third day of treasury auctions in the US, core yields in the US ticked up late in the day.

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On Mondays, we release our Weekly Trader in which we outline key themes driving market sentiment, a review on critical developments within our preferred sectors, equities commentary and market-moving stories to start the week. Our in-house Investment Committee meets on a weekly basis to craft this strategy, aimed at allowing our clients to dynamically position portfolios and to take advantage of market developments.

Latest Daily Note

Daily Note 11/08/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.08.2023

Daily Note 10/08/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Daily Note 09/08/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Daily Note 04/08/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 04.08.2023

Daily Note 04/08/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 04.08.2023

Daily Note 03/08/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 03.08.2023

Daily Note 02/08/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Daily Note 01/08/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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