Daily Note 01/03/2024 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • Macro: It was a mostly positive session for equity markets yesterday, as Europe ended the day flat, whilst the US based indices all finished the day in the green with investors encouraged as the FED’s preferred measure for inflation was in line with estimates.
  • Stock: Yesterday, we held a meeting with IRES REIT’s management team. (Comment Attached)
  • Debt: Core bond yields moved lower yesterday as PCE data reinforced expectations for a FED rate cut in Q2.