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

11.11.2022

  • An exceptionally strong day for risk assets yesterday with Europe, The UK and all US indices finishing in the green.
  • Ahead of their investor day today, ASML, the global leader in manufacturing semiconductor equipment, provided upbeat commentary on their medium-term outlook until 2025. (Comment attached)
  • Core bond yields moved aggressively lower yesterday following the US CPI reading.