Daily Note 11/01/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • A mixed session for risk assets yesterday with Europe and the UK markets finishing in the red, while US markets finished marginally ahead.
  • Grafton Group this morning issued a brief trading update in which it is guiding that adjusted operating profit is expected to be “slightly ahead” of the top end of analysts’ forecasts which is at c.£266m.
  • Core bond yields moved higher yesterday