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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…
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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…
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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…
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KBC Sunset KBC Sunset Friday, March 21, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets build on recent momentum today in absence of eco data of any significance on both sides of the Atlantic. European stock markets correct a second session straight Read more…
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Sunrise market commentary KBC Sunrise Friday, March 21, 2025 Please click here to read the PDF version Market Commentary Markets • European markets unlike their US counterpart had a pessimistic view on the Fed’s policy decision. While the latter took comfort from chair Powell’s reassuring message during the presser, the Read more…
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KBC Sunset KBC Sunset Thursday, March 20, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European markets took a different, more pessimistic view on yesterday’s Fed policy meeting compared to the US. They appear to have more attention to the (stagflationary) risks in Read more…
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Sunrise market commentary KBC Sunrise Thursday, March 20, 2025 Please click here to read the PDF version Market Commentary Markets • The Fed’s policy rate was left unchanged at the March meeting yesterday (4.25-4.5%). The decision was a unanimous one. It was accompanied with a slower pace in QT with Read more…
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KBC Sunset KBC Sunset Wednesday, March 19, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets were caught off-guard this morning by a steep sell-off in Turkish assets which triggered broad risk aversion at the onset of European trading. The meltdown started after Read more…
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Sunrise market commentary KBC Sunrise Wednesday, March 19, 2025 Please click here to read the PDF version Market Commentary Markets • Core bonds gained slightly yesterday with US Treasuries marginally outperforming Bunds. German yields eased 1.3 bps at the front while remaining flat at the long end of the curve. Read more…
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KBC Sunset KBC Sunset Tuesday, March 18, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Despite plenty of (geopolitical) headlines (call between Trump and Putin; debate/rumors on the structure of US reciprocal tariffs after April 2) there was no unequivocal theme to guide Read more…