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Sunrise market commentary KBC Sunrise Monday, March 10, 2025 Please click here to read the PDF version Market Commentary Markets • US payrolls were decent across the board but missed the bar by a slight margin. It triggered only a minor kneejerk upleg in US Treasuries, suggesting some fatigue creeping Read more…
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KBC Sunset KBC Sunset Friday, March 7, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US February payrolls and Chair Powell’s after-European-close speech wrap up a hectic week. The former showed US employment growing by 151k, more or less in line with the Read more…
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Sunrise market commentary KBC Sunrise Friday, March 7, 2025 Please click here to read the PDF version Market Commentary Markets • Main action on the German/European yield curve remained centered at the long end of the curve in the wake of Germany fiscal “whatever it takes”. German yields added up Read more…
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KBC Sunset KBC Sunset Thursday, March 6, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The ECB cut its policy rate as expected by 25 bps with the deposit rate hitting 2.5%. The decision wasn’t unanimous, but there was no opposition neither. Hawkish Read more…
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Sunrise market commentary KBC Sunrise Thursday, March 6, 2025 Please click here to read the PDF version Market Commentary Markets • German chancellor-to-be Merz’s fiscal whatever it takes triggered the biggest one-day move in the German 10-yr yield (+29.8 bps) since the reunification in 1990. It tells you something about Read more…
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KBC Sunset KBC Sunset Wednesday, March 5, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • “Whatever it takes.” These words by former ECB president Draghi in July 2012 are widely considered the turnaround in the sovereign debt crisis that had the euro (area) Read more…
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Sunrise market commentary KBC Sunrise Wednesday, March 5, 2025 Please click here to read the PDF version Market Commentary Markets • German Chancellor-to-be Merz vowed to do “whatever it takes” to fend off threats to freedom and peace in Europe. In a reference to ECB Draghi’s 2012 speech that turned Read more…
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KBC Sunset KBC Sunset Tuesday, March 4, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • There’s little left from yesterday’s (European) stock market optimism. US President Trump personally pulled the EuroStoxx50 off an all-time high by pausing all US military aid to Ukraine Read more…
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Sunrise market commentary KBC Sunrise Tuesday, March 4, 2025 Please click here to read the PDF version Market Commentary Markets • Not often was the different trading direction between US and European assets that outspoken as yesterday. Key European stock markets closed more than 1% higher with the Dax (+2.64%) Read more…
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KBC Sunset KBC Sunset Monday, March 3, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Higher-than-expected European inflation numbers and more rumours on fast and huge fiscal spending in Europe weighed on European bonds with curves bear steepening. February inflation rose by 0.5% Read more…