Daily Note 23/05/2024 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • Macro: It was a weaker session for equities yesterday as the EuroStoxx600, S&P 500 and the Nasdaq all finished down yesterday. In economic news, there is a host of PMI releases in Europe and from the US which are all expected to show modest improvement. Then at 15:00 New Home Sales are released out of the US where a slight decline is expected MoM.
  • Stock: This morning Aviva released a positive set of Q1 2024 results. (Comment Attached)
  • Debt: Core bond yields moved higher yesterday after a hot UK CPI read.