KBC Sunset KBC Sunset Friday, March 28, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets today stayed in a defensive wait-and-and see modus counting down to the long-awaited US announcement sweeping ‘reciprocal tariffs’ next Wednesday. In this context of elevated uncertainty, markets Read more…
Sunrise market commentary KBC Sunrise Friday March 28, 2025 Please click here to read the PDF version Market Commentary Markets • The US Congressional Budget Office yesterday published its projections for the US federal budget deficit and debt for the period 2025-2055. Both are expected to rise substantially further under Read more…
KBC Sunset KBC Sunset Thursday, March 27, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • This week’s volatile and often erratic trading pattern continued today. European markets obviously started in a bad mood as US President Trump pushed through (the partly anticipated) 25% Read more…
Sunrise market commentary KBC Sunrise Thursday March 27, 2025 Please click here to read the PDF version Market Commentary Markets • Again no really congruent storyline to guide US and European markets yesterday. Equities on both sides of the Atlantic were captured in a risk-off modus as Trump’s Liberation Day Read more…
KBC Sunset KBC Sunset Wednesday, March 26, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • UK markets today at least got some distraction from the ongoing noise on the upcoming US tariffs with the UK February price data and the spring budget announced Read more…
Sunrise market commentary KBC Sunrise Wednesday March 26, 2025 Please click here to read the PDF version Market Commentary Markets • After a rather clear, straightforward narrative earlier this month including a presumed European reflation and at the same time risks for the US to slip into stagflation dynamics, global Read more…
KBC Sunset KBC Sunset Tuesday, March 25, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European stocks hesitated yesterday to join Wall Street up to 2% higher but they catch a nice bid today. Equities in the region rise around 1% in what Read more…
Sunrise market commentary KBC Sunrise Tuesday, March 25, 2025 Please click here to read the PDF version Market Commentary Markets • US markets yesterday enjoyed an eye-catching ‘risk-on rebound' with higher equities, higher yields and a stronger dollar. Europe this time lagged the move in the US. Headlines of US Read more…
KBC Sunset KBC Sunset Monday, March 24, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets Markets • European PMIs offered a first glimpse of the impact on the German-European defense initiative on business. So far, though, the huge government spending announcements only lifted the Read more…
Sunrise market commentary KBC Sunrise Monday, March 24, 2025 Please click here to read the PDF version Market Commentary Markets • US and European bond markets on Friday were captured in technical trading, pondering the recent repositioning. US yields mid last week corrected lower after Fed Chair Powell tried to Read more…