Daily Note 12/01/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • A positive session for risk assets yesterday with Europe, the UK and US markets all finishing in the green.
  • Kerry Group yesterday announced that it is in talks to sell its Sweet and Ingredients Portfolio to Advent International’s IRCA for c.€500m. (Comment attached)
  • Core bond yields moved lower yesterday ahead of today’s US CPI reading.