- Macro: Equity markets were risk off yesterday, with European and US indices all ending the day in the red, as a raft of hawkish central bank commentary weighed on investor sentiment.
- Stock: In its Q423 production update this morning, Antofagasta reported strong copper production numbers, beating consensus estimates, while also reaffirming its FY24 production guidance. (Comment Attached)
- Debt: Treasury yields moved higher yesterday as more hawkish Central Bank commentary raised concerns over the timing of rate cuts in 2024.
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