Daily Note 01/02/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • A mixed session for risk assets yesterday with Europe and the UK broadly unchanged however US markets traded higher.
  • Following the release of its H123 results last week, we are issuing an updated research note on Diageo in which we are reiterating our Buy recommendation and retaining our price target of £42.20.
  • Core bond yields moved lower yesterday.