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Sunrise market commentary KBC Sunrise Friday, January 17, 2025 Please click here to read the PDF version Market Commentary Markets • All eyes were on December US retail sales yesterday, but a CNBC interview with Fed governor Waller turned out to be the key market-moving event. The hawk-turned-dove copied tactics Read more…
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KBC Sunset KBC Sunset Thursday, January 16, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Marginally softer than expected US CPI yesterday caused markets to leave a bond short-positioning that had been built since early December. The release also muted a developing market Read more…
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Sunrise market commentary KBC Sunrise Thursday, January 16, 2025 Please click here to read the PDF version Market Commentary Markets • US December CPI numbers avoided a feared acceleration and triggered a cross-asset relief move. The big reaction was more about repositioning rather than the actual data. Headline CPI (0.4% Read more…
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KBC Sunset KBC Sunset Wednesday, January 15, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • A minor downward surprise in the December US inflation report triggered an outsized market rally. It’s testament to current stretched market positioning rather than to really softening price Read more…
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Sunrise market commentary KBC Sunrise Wednesday, January 15, 2025 Please click here to read the PDF version Market Commentary Markets • US president-elect Trump so far didn’t push back against rumours that any possible tariffs would be gradually installed. European stock markets lost some intraday momentum but still managed a Read more…
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KBC Sunset KBC Sunset Tuesday, January 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Yesterday’s Bloomberg story brought some relief to markets. The news company citing people familiar reported that president-elect Trump’s team is working on a phased introduction of import tariffs. Read more…
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Sunrise market commentary KBC Sunrise Tuesday, January 14, 2025 Please click here to read the PDF version Market Commentary Markets • Friday’s stellar payrolls and possible consequences for the direction of future US (and global) monetary policy continued to set the tone at the start of this trading week amid Read more…
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KBC Sunset KBC Sunset Monday, January 13, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Strong US payrolls published on Friday continued to dominate sentiment for global trading. The report confirmed Fed’s ‘guidance’ since the December meeting that it has plenty of room Read more…
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Sunrise market commentary KBC Sunrise Monday, January 13, 2025 Please click here to read the PDF version Market Commentary Markets • US December payrolls shifted the needle of US money markets from two to only one additional 25 bps Fed rate cut this year. Headline job growth (+256k vs +165k Read more…
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KBC Sunset KBC Sunset Friday, January 10, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The week ended with a bang. December US payrolls beat consensus by a wide margin (256k vs 165k) while October and November data barely faced a revision (-8k Read more…