Daily Note 15/03/2024 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • Macro: Markets were weaker yesterday with European equities down -18bps, whilst in the US the S&P 500 fell by -29bps and the Nasdaq by -30bps. The key focus in the day ahead will be on the US University of Michigan Consumer Sentiment data at 2pm.
  • Stock: We met with the management of Grafton Group (comments on page 2)
  • Debt: Core bond yields moved higher again yesterday following data which showed a moderately firm economic picture.