Daily Note 25/11/2022 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • Risk assets finished generally higher yesterday in light volume with Germany finishing marginally up and the UK unchanged. US markets were closed for the Thanksgiving holiday.
  • We are releasing a research update on Deere & Co this morning following their well-received Q4 results on Wednesday. Our recommendation remains Buy and our price target has been upgraded to $476 offering some 10% upside.
  • Core bond yields moved lower following dovish Fed minutes.