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Sunrise market commentary KBC Sunrise Friday, September 20, 2024 Please click here to read the PDF version Market Commentary Markets •          Wednesday’s bumper 50 bps Fed kick-off yesterday resulted in a further steeping of the US curve, with the short end still challenging recent lows. The intraday price dynamics was Read more…

KBC Sunset KBC Sunset Thursday, September 19, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The Bank of England left its policy rate unchanged at 5% in a 8-1 majority vote. Swati Dhingra dissented in favour of a 25 bps rate cut, on Read more…

Sunrise market commentary KBC Sunrise Thursday, September 19, 2024 Please click here to read the PDF version Market Commentary Markets •          We’re finally here. The US Fed took a first, bold step in paring back monetary restrictiveness after keeping rates steady for more than a year. The decision to cut Read more…

KBC Sunset KBC Sunset Wednesday, September 18, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Focus this morning briefly turned from this evening’s Fed meeting to tomorrow’s BoE policy decision following August UK CPI data. The report was almost exactly in line with Read more…

Sunrise market commentary KBC Sunrise Wednesday, September 18, 2024 Please click here to read the PDF version Market Commentary Markets •          August US retail sales were supposed to provide final input yesterday as investors concluded their positioning going into today’s Fed policy decision. Overall the report was marginally stronger than Read more…

KBC Sunset KBC Sunset Tuesday, September 17, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          US August retail sales served as some final input for tomorrow’s pivotal Fed meeting in a trading session that was otherwise simply the waiting game part 2. The Read more…

Sunrise market commentary KBC Sunrise Tuesday, September 17, 2024 Please click here to read the PDF version Market Commentary Markets •          With investors counting down to the Fed policy decision on Wednesday, yields moving further south still was the path of least resistance on US (and EMU) interest rate markets. Read more…

KBC Sunset KBC Sunset Monday, September 14, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets A range of ECB speeches in the wake of last week’s policy decision confirmed the different approach of Frankfurt – in all likelihood – is taking compared to the Read more…

Sunrise market commentary KBC Sunrise Monday, September 16, 2024 Please click here to read the PDF version Market Commentary Markets •          (US) eco data on Friday were few and mostly second tier. US August import and export price data were softer than expected. The Michigan consumer confidence  was slightly better Read more…

KBC Sunset KBC Sunset Friday, September 13, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets After Wednesday’s slightly higher than expected August (core) CPI , for a brief while it seemed that the debate on the magnitude of the inaugural Fed rate cut had Read more…