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Sunrise market commentary KBC Sunrise Monday, November 25, 2024 Please click here to read the PDF version Market Commentary Markets •          The PMI’s on Friday again highlighted the divergence in growth and confidence between the US and EMU. The glimmers of hope some optimists saw in the October EMU PMI Read more…

KBC Sunset KBC Sunset Friday, November 22, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          November EMU PMI’s were one of the final reality checks going into the December 12 policy meeting (and beyond). Last month, there was a glimmer of hope with Read more…

Sunrise market commentary KBC Sunrise Friday, November 22, 2024 Please click here to read the PDF version Market Commentary Markets •          This week’s consolidation pattern on bond markets simply continued yesterday. Lower weekly jobless claims (213k) and a disappointing November Philly Fed Business outlook balanced each other out data wise. Read more…

KBC Sunset KBC Sunset Thursday, November 21, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          With few data in Europe or the US, markets continued to be haunted by headlines on the war in Ukraine, even as the impact wasn’t unequivocal across markets. Read more…

Sunrise market commentary KBC Sunrise Thursday, November 21, 2024 Please click here to read the PDF version Market Commentary Markets • Geopolitical developments keep hijacking headlines. Risk sentiment improved at the start of yesterday’s trading session on talk that Russian president Putin would be open to talks on a ceasefire Read more…

KBC Sunset KBC Sunset Wednesday, November 20, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          News agency Reuters reported just before the start of European trading that Russian President Putin would be open to talks on a ceasefire deal in Ukraine with the Read more…

KBC Sunrise Wednesday, November 20, 2024 Please click here to read the PDF version Market Commentary Markets •          Markets were on an emotional rollercoaster yesterday. The first Ukrainian use of US-made long range ATACMS missiles pushed Russian President Putin into signing off a revised nuclear doctrine. It now includes a Read more…

KBC Sunset KBC Sunset Tuesday, November 19, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Geopolitics rattled markets otherwise on track for an uninspired trading session. Russian president Putin signed off a revised nuclear doctrine, expanding the conditions for the use of atomic Read more…

Sunrise market commentary KBC Sunrise Tuesday, November 19, 2024 Please click here to read the PDF version Market Commentary Markets •          US Treasuries followed last week’s recipe. Testing the recent low (area; depending on the maturity), but eventually rebounding higher. This time without strong trigger though like Thursday’s Powell speech Read more…

KBC Sunset KBC Sunset Monday, November 18, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The week started off with some Bund underperformance, both vs US Treasuries and UK gilts. With the front end adding up to 7 bps, European money markets are Read more…