Daily Note 05/07/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • A lethargic session for markets yesterday with the US markets closed for the 4th of July public holiday.
  • We have issued a note on Nike reiterating our Hold recommendation and unchanged $118 price target offer c.5% upside.
  • Core bond yields remained little changed yesterday given that the US markets were closed.