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


  • A generally positive day for risk assets yesterday with Europe up, with the UK and Dow both unchanged, but the NASDAQ gaining outperforming following the Fed interest rate decision
  • Energy giant, Shell, reported Q4 figures this morning, their first results under new CEO, Wael Sawan with group revenues were up over Q4 whilst adjusted earnings also rose
  • Core bond yields moved lower yesterday