Daily Note 15/11/2022 – Market View: Day Ahead, Macro, Stocks, Debt Markets

15.11.2022

  • A mixed session for risk assets yesterday with the UK and Europe markets in the green while US indices finished in the red.
  • TSMC, the leading global semi-conductor manufacturer, gained 7% overnight on the disclosure Warren Buffet’s Berkshire Hathaway acquired a 5% stake in Q3. TSMC is ASML’s (Buy PT €600) largest customer for its advanced chipmaking equipment.
  • Core bond yields were generally higher yesterday.