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Sunrise market commentary KBC Sunrise Monday, March 3, 2025 Please click here to read the PDF version Market Commentary Markets • Event risk looms large this week as narratives unfold at similar levels. We therefore continue to err on the side of caution, favoring traditional haven assets. First, there’s the Read more…
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KBC Sunset KBC Sunset Friday, February 28, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • President Trump seriously shook up a growth-focused market with some renewed tariffs threats. A nasty equity sell-off, compounded by tech heavyweight Nvidia, ended up in declines of almost Read more…
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Sunrise market commentary KBC Sunrise Friday, February 28, 2025 Please click here to read the PDF version Market Commentary Markets • The stars aligned for a significant risk-off correction yesterday. First and foremost, the market narrative changed since the end of last week with investors attaching a higher probability to Read more…
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KBC Sunset KBC Sunset Thursday, February 27, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Trump’s tariff threat against Europe weighed on European risk sentiment with key indices losing between 0.50% and 1.50%. In the first cabinet meeting of his second term, the Read more…
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Sunrise market commentary KBC Sunrise Thursday, February 27, 2025 Please click here to read the PDF version Market Commentary Markets • The rally in US Treasuries was briefly interrupted yesterday after the US House passed a budget resolution in a first important step towards extending tax cuts, stemming stagflation fears. Read more…
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KBC Sunset KBC Sunset Wednesday, February 26, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The three-day rally in US Treasuries came to a halt today. An empty eco calendar played a part in that following three days of stagflationary worries (PMI’s, Michigan Read more…
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Sunrise market commentary KBC Sunrise Wednesday, February 26, 2025 Please click here to read the PDF version Market Commentary Markets • Same dynamics were at play for a third session straight with US assets starting to discount the possibility of a stagflation rather than a goldilocks scenario for the US Read more…
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KBC Sunset KBC Sunset Tuesday, February 25, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US bond yields slid further in moves that greatly outpace those in Germany. Declines vary between -5.7 and 7.5 bps with some minor outperformance by the belly of Read more…
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Sunrise market commentary KBC Sunrise Tuesday, February 25, 2025 Please click here to read the PDF version Market Commentary Markets • US stock markets traded heavy for a second session straight. They eventually closed at the session lows after hitting an air pocket in the final ten minutes of trading. Read more…
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KBC Sunset KBC Sunset Monday, February 24, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The German Parliamentary elections yesterday paved the way for Friedrich Merz of the winning CDU/CSU (28.6% of the votes) to take the initiative form a Grand Coalition with Read more…