Daily Note 16/03/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • A very weak session for risk assets yesterday
  • Deere commented positively on demand for agricultural and construction equipment at an industry conference in Las Vegas this week. The stock is down almost 10% year-to-date despite continued strong operational performance and trades 20% below our price target.
  • Another volatile session for core bond yields yesterday