Daily Note 13/06/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets

13.06.2023

  • Strong session for equities and bonds yesterday with investors anticipating a pause in US interest rate policy on Wednesday.
  • This morning, we are taking the opportunity to reiterate our Buy recommendation on Supermarket Income REIT.
  • Bond yields were marginally higher across the board, with US 10-year yields gaining 4bps.