Daily Note 25/01/2024 – Market View: Day Ahead, Macro, Stocks, Debt Markets

25.01.2024

  • Macro: It was a strong session for markets yesterday with the EuroStoxx600, the Nasdaq and the S&P 500 all ending the day in the green, fuelled by technology-based names and growing optimism surrounding corporate earnings.
  • Stock: We recently met with representatives from both IRES REIT and Vision Capital ahead of IRES REIT’s upcoming EGM. (Comment Attached)
  • Debt: US treasury yields moved higher yesterday following poor demand during the auction for five-year notes.