Daily Note 26/04/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets

26.04.2023

  • Risk assets came under pressure yesterday with US and UK indices finishing in the red while Europe was unchanged.
  • Microsoft issued stronger than expected Q323 numbers boosted by better-than-expected cloud sales growth with the company reporting a 10% increase in adj. EPS to $2.45, 10% ahead of the $2.24 forecast. (Comment attached)
  • Core bond yields moved sharply lower yesterday in a risk off trading session.