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Daily Note 18/07/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets

18.07.2023



  • Mixed session in markets yesterday, lacking direction after last week’s strong gains, on evidence that inflation in the US is turning down.
  • Novartis this morning reported much stronger than expected Q223 numbers raised full year guidance and announced a new $15bn share buyback. (Comment Attached)
  • Sovereign bond yields had a quieter session yesterday.