Daily Note 22/11/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • It was a modestly risk on session for equities yesterday with Europe and US indices all ending the day in the green, as markets digested a range of economic data and prepared for Thanksgiving today, a public holiday in the US.
  • Yesterday afternoon, Deere & Co issued Q423 numbers ahead of expectations but then provided much weaker than expected FY24 guidance. (Comment Attached)
  • US treasury yields were little changed yesterday as traders positioned themselves ahead of Thanksgiving.