Daily Note 01/09/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • It was a mixed day for equity markets yesterday with some ending the day marginally in the green, others in the red.
  • This morning it was announced that AIB will be increasing deposit rates up to 3% for savers which is unsurprising given the moves by both BOI and PTSB earlier this week.
  • Yesterday’s economic data out of the US suggesting a cooling of inflation and a revival in consumer spending saw demand for debt, ticking down core yields