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Sunrise market commentary KBC Sunrise Monday, March 17, 2025 Please click here to read the PDF version Market Commentary Markets • US data screamed stagflation but markets didn’t bother this time around. A steep drop in consumer confidence (University of Michigan) coincided with a sharp rise in the year-ahead inflation Read more…
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KBC Sunset KBC Sunset Friday, March 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • After yesterday’s tariff-driven risk-off (Trump threatening 200% levy on EU wines and other alcoholic beverages), sentiment again turned risk-on on news from outside the US. Asian markets drew Read more…
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Sunrise market commentary KBC Sunrise Friday, March 14, 2025 Please click here to read the PDF version Market Commentary Markets • In a not that distant past EMU (equity) markets often were dominated by caution/reluctance, awaiting guidance from the US. Especially risk-on moves mostly originated from the US. This isn’t Read more…
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KBC Sunset KBC Sunset Thursday, March 13, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • EUR/USD’s stellar rally over the last couple of days ran into resistance recently. After hitting 1.09 for the first time since October of last year, it is trading Read more…
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Sunrise market commentary KBC Sunrise Thursday, March 13, 2025 Please click here to read the PDF version Market Commentary Markets • Markets yesterday saw the glass half full rather than half empty but for now its too early to draw any conclusion on a tentative bottoming out-process in (US) yields Read more…
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KBC Sunset KBC Sunset Wednesday, March 12, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Risk sentiment improved today as markets welcomed the US-brokered Ukrainian backing of 30-day full truce along the entire frontline even as the US still needs to convince Russia Read more…
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Sunrise market commentary KBC Sunrise Wednesday, March 12, 2025 Please click here to read the PDF version Market Commentary Markets • Markets recently were haunted by multiple, often contradictory story lines ranging from the potential impact of US tariffs on growth and inflation inside and outside the US, the impact Read more…
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KBC Sunset KBC Sunset Tuesday, March 11, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Bunds continued their underperformance vs US Treasuries as well as against swap. German rates add another 4 bps in a bear steepening move that’s still the result of Read more…
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Sunrise market commentary KBC Sunrise Tuesday, March 11, 2025 Please click here to read the PDF version Market Commentary Markets • There were hardly any (US) data with market moving potential yesterday. If anything, the NY Fed 1-year inflation gauge again drifted marginally higher (3.13%). US officials, including Donald Read more…
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KBC Sunset KBC Sunset Monday, March 10, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Odds this morning were for markets to take a slow start to the new trading week after last week’s sharp (divergent) repositioning on both sides of the Atlantic. Read more…