Daily Note 25/01/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets

25.01.2023

  • A generally cautious session for risk assets yesterday with Europe and the UK finishing marginally down, while US markets were mixed with the Dow finishing in the green and the NASDAQ in the red.
  • ASML, the semiconductor equipment manufacturer, reported Q4 figures this morning. Revenues came in at €6.4bn, up from €5bn in Q4 2021 and in-line with estimates. (Comment attached)
  • Core bond yields moved lower yesterday.