Daily Note 29/08/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • It was a positive session for equities yesterday with most major European indices ending the day in the green.
  • This morning, Dalata Hotel Group released a strong set of results for the first half of the year in which adjusted EPS of 18.4c beat consensus estimates.
  • While concerns over further tightening increasing in both the US and Europe, saw core bonds sell off at the start of the day, buyers into the end of the day saw US rates tick down.