Daily Note 08/11/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • It was a mixed session for risk assets yesterday, with European equities falling, whilst in the US, the S&P500 closed in the green, notching its seventh consecutive positive session.
  • We have issued a research note on TotalEnergies this morning, in which we have changed our recommendation to Hold, from Buy previously.
  • Treasuries recovered their Monday losses yesterday as yields pulled back to the levels they finished last week.