Daily Note 15/12/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • Macro: It was a mostly positive session for risk assets yesterday, with Europe, the UK and US indices all ending the day in the green.
  • Stock: There is no corporate news to highlight this morning.
  • Debt: Demand for core bonds continued yesterday as the market took the latest Central Bank comments to imply rate cuts sooner rather than later in 2024.