Daily Note 02/12/2022 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • A mixed session for risk assets yesterday with Europe in the green and the UK both finishing US markets both finishing down.
  • AIB released new medium term targets this morning. They are now targeting a return on tangible equity (ROTE) of over 13% and a cost:income ratio of 50% in 2024. (Comment attached)
  • Core bond yields moved sharply lower yesterday.