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Sunrise market commentary KBC Sunrise Tuesday, June 10, 2025 Please click here to read the PDF version Market Commentary Markets • US yields gave up a couple of basis points from Friday’s surge yesterday in choppy trading. The move end last week was inspired by the May payrolls report not Read more…
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KBC Sunset KBC Sunset Friday, June 6, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The May US payrolls report wrapped up a week of overall disappointing economic data. US JOLTS (job openings) were the proverbial exception to the rule. Monday’s manufacturing ISM Read more…
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Sunrise market commentary KBC Sunrise Friday, June 6, 2025 Please click here to read the PDF version Market Commentary Markets • As expected, the ECB cut its depo rate by another 25 bps to 2.0%. More than ever, the question for markets was what to expect next. Admittedly subject to Read more…
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KBC Sunset KBC Sunset Thursday, June 5, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The ECB delivered as expected its eighth 25 bps rate cut to 2%. One member (most likely Holzmann) voted to skip. ECB chair Lagarde avoided a question whether Read more…
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Sunrise market commentary KBC Sunrise Thursday, June 5, 2025 Please click here to read the PDF version Market Commentary Markets • Markets and Fed governors are still in the process of navigating the implications of the ‘stagflationary dichotomy’ for policy going forward. Fed’s Kashkari in an interview held the line Read more…
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KBC Sunset KBC Sunset Wednesday, June 4, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The award for fastest analysis of today’s ADP employment report goes to… US President Trump. “ADP NUMBER OUT!!! “Too Late” Powell must now LOWER THE RATE. He is Read more…
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Sunrise market commentary KBC Sunrise Wednesday, June 4, 2025 Please click here to read the PDF version Market Commentary Markets • Strong JOLTS data kicked of the US economic calendar yesterday. Job openings in April unexpectedly rose from an upwardly revised 7.2 mln to just shy of 7.4 mln. The Read more…
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KBC Sunset KBC Sunset Tuesday, June 3, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European inflation numbers offered the proverbial “go” for Thursday’s ECB rate cut. Prices flatlined in May with both the headline and core (ex. food and energy prices) index Read more…
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Sunrise market commentary KBC Sunrise Tuesday, June 03, 2025 Please click here to read the PDF version Market Commentary Markets • Markets clearly struggled to find a coherent directional storyline yesterday. A new layer of trade uncertainty (US potentially raising steel tariffs to 50%, mutual US-China accusations of not meeting Read more…
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KBC Sunset KBC Sunset Wednesday, May 28, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets Investor reluctance towards US assets still proves the path of least resistance, as US president Trump warned on higher tariffs for steel (and aluminum) and as US-China trade talks Read more…