Daily Note 19/07/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets

19.07.2023

  • Global stocks rose again yesterday, following strong results from US banks and increasing conviction that interest rate rises are almost over.
  • ASML, the semiconductor equipment manufacturer, reported Q2 figures this morning. (Comment Attached)
  • Sovereign bonds had a positive session following weaker US economic data.