Daily Note 27/06/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • A cautious tone to markets yesterday following last week’s steepest decline for equity indices since March.
  • We are publishing an updated research note on UK Insurer, Aviva, this morning. We retain a Buy recommendation and unchanged £4.85 price target and the stock remains on our Analyst Conviction List.
  • Longer dated sovereign bond yields continued to fall yesterday on growing concerns of recession.