Daily Note 08/03/2024 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • Macro: Markets moved higher yesterday with European equities up 0.99% whilst in the US, the S&P 500 climbed by 1.03% and the Nasdaq by 1.51% on continued rates optimism.
  • Stock: This morning there is news related to Smurfit Kappa, and FBD, as well as a summary of our meeting with Cairn Homes. (Comments Attached)
  • Debt: : Core bond yields were hardly changed yesterday in spite of the ECB’s rate announcement and economic forecast changes.