Daily Note 02/11/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • It was a positive day for risk assets yesterday, with Europe, the S&P500 and the Nasdaq all finishing in the green, as investors reacted positively to more dovish commentary from the Fed.
  • This morning, before the market opened, Shell issued a solid set of Q3’23 numbers, largely in line with expectations at the earnings and EBITDA lines. (Comment Attached)
  • US treasury market prices moved higher and yields moved lower following dovish commentary from the US Federal Reserve.