Daily Note 13/09/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • It was a weak day for risk assets yesterday with most indices closing down.

  • Kingspan this morning put out a very short statement confirming that it had been in informal talks with Carlisle but that at present “there is no active engagement” with the company.

  • There was little movement in core bond yields yesterday as markets await the ECB and Fed rate decisions over the next week.