Daily Note 30/01/2024 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • Macro: It was a solid session for equity markets yesterday with both European and US indices ending the day in the green, as investors positioned ahead of significant earnings and macro events in the week ahead.
  • Stock: This morning Diageo issued an underwhelming set of earnings for the first half of FY24, in which revenue was behind expectations driven by underperformance across all regions. (Comment Attached)
  • Debt: Treasury yields moved lower yesterday ahead of a busy week of economic data.