Daily Note 23/03/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets

23.03.2023

  • A mixed session for risk assets yesterday with the UK and Europe finishing marginally up, however, US markets sold off in the US close with all indices declining.
  • According to the Financial Times, Ryanair is in negotiations with Boeing over a new aircraft order, another sign of confidence in the medium-term outlook for the aviation industry. We have a Buy rating and €19.44 price target on Ryanair.
  • Another volatile session for core bond yields yesterday.