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Daily Note 08/11/2022 – Market View: Day Ahead, Macro, Stocks, Debt Markets

08.11.2022



  • A firmer session for risk assets yesterday with Europe and all US indices in the green while the UK lagged finishing marginally lower.
  • In what is the seasonally less important half of the year, DCC has issued a mixed set of H123 numbers that beat expectations at the revenue line but marginally missed at the profit line, implying slightly lower margins than forecast. (Comment attached)
  • Core bond yields moved higher yesterday ahead of key US inflation data this Thursday.