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Sunrise market commentary KBC Sunrise Monday, July 7, 2025 Please click here to read the PDF version Market Commentary Markets • With US markets closed for Independence Day and little in the way of important data, European markets couldn’t but take a cautious approach going into the weekend. With the Read more…
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KBC Sunset KBC Sunset Friday, July 4, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US president Trump upped the ante ahead of a potentially important weekend. Trade talks take center stage and will continue to do so next week now Trump’s BBB Read more…
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Sunrise market commentary KBC Sunrise Friday, July 4, 2025 Please click here to read the PDF version Market Commentary Markets • Hate him or love him, but US president Trump often gets things done. He wanted the OBBBA on his desk to be signed into law by July 4th, and Read more…
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KBC Sunset KBC Sunset Thursday, July 3, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Odds for a July Fed rate cut fell back to 0% (from 20%) after a solid June payrolls reports. Anticipation had been building after a slight change of Read more…
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ERRATUM Sunrise market commentary KBC Sunrise Thursday, July 3, 2025 Please click here to read the PDF version Market Commentary Markets • UK gilts crashed yesterday. Yields on the long-end of the curve surged by almost 20 bps (30-yr) over fiscal concerns. The worrying state of public finances in the Read more…
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Sunrise market commentary KBC Sunrise Thursday, July 3, 2025 Please click here to read the PDF version Market Commentary Markets • The US Senate pulled an all-nighter and squeaked through president Trump’s supersized bill. Vice-president Vance had to break the tie in favour of the bill with a nail-biting 51-50 Read more…
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KBC Sunset KBC Sunset Wednesday, July 2nd, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Today was expected to bring market interludium with investors looking forward to the key US payrolls report to be released tomorrow, the One Big Beautifull Bill Act (OBBBA) Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 2, 2025 Please click here to read the PDF version Market Commentary Markets • The US Senate pulled an all-nighter and squeaked through president Trump’s supersized bill. Vice-president Vance had to break the tie in favour of the bill with a nail-biting 51-50 Read more…
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KBC Sunset KBC Sunset Tuesday, July 1st, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • It’s very unusual for ECB members to talk on the level of the single currency. It’s even more unusual that they do so in group. ECB vice governor Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 1, 2025 Please click here to read the PDF version Market Commentary Markets • The US dollar capped the first half of 2025 with the weakest performance YtD since 1973 and new multiyear low. The trade-weighted index closed at 96.88, the weakest level Read more…