Sunrise market commentary KBC Sunrise Wednesday, April 16, 2025 Please click here to read the PDF version Market Commentary Markets • The first two sessions of the trading-shortened Easter week developed orderly, with markets recovering somewhat from last week’s mayhem. News flow of the last 24 hours or so suggests Read more…
KBC Sunset KBC Sunset Tuesday, April 15, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets are still licking the wounds of last week’s mayhem. For a second straight session we see a modest risk rebound. With the spirit of Easter in mind, Read more…
Sunrise market commentary KBC Sunrise Tuesday, April 15, 2025 Please click here to read the PDF version Market Commentary Markets • The first session of the Easter trading week evolved relatively quietly especially when compared to last week’s turbulence. US assets got some reprieve. Daily changes on the US yield Read more…
KBC Sunset KBC Sunset Monday, April 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Last Friday’s tariff reprieve on some consumer electronics from China entering the US was enough for a sigh of relief in the “Sell America” trade. Even though president Read more…
Sunrise market commentary KBC Sunrise Monday, April 14, 2025 Please click here to read the PDF version Market Commentary Markets • The US dollar was last week’s latest victim of Trump’s improvised trade strategy. EUR/USD closed the week at 1.1355, up from 1.0882 at the start of the week and Read more…
KBC Sunset KBC Sunset Friday, April 11, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The US of A is in decay. The improvised hawkish trade policy which will likely end in a US recession puts US assets for sale. China doesn’t back Read more…
Sunrise market commentary KBC Sunrise Friday, April 11, 2025 Please click here to read the PDF version Market Commentary Markets • US President Trump on Wednesday announcing a pause in the roll-out of reciprocal tariffs beyond the 10% base rate (expect for China) apparently wasn’t the game changer and confidence Read more…
KBC Sunset KBC Sunset Thursday, April 10, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Today’s trading should show the Trump (bond) put at work, including the hoped-for positive spill-overs on other assets. The US president buying time/giving room to negotiate trade arrangements Read more…
Sunrise market commentary KBC Sunrise Thursday April 10, 2025 Please click here to read the PDF version Market Commentary Markets • In our evening Sunset report yesterday, we put the focus on the US 10-y note auction as US bonds, alongside almost all other (US and non-US) risk assets, teetered Read more…
KBC Sunset KBC Sunset Wednesday, April 9, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The stakes are high for tonight. The US Treasury sells $39bn of 10-yr Notes as part of its mid-month refinancing operation. The auction occurs against the background of Read more…