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Sunrise market commentary KBC Sunrise Tuesday, February 04, 2025 Please click here to read the PDF version Market Commentary Markets • Mexico and Canada dodged the US tariff bullet at the very last moment. At least for now. Tariffs will be paused for a 30 day period to see whether Read more…
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KBC Sunset KBC Sunset Monday, February 3, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • President Trump’s tariffs on Canadian, Mexican and Chinese goods took markets off guard. Even though he said multiple times he would install them February 1st investors clearly assumed Read more…
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Sunrise market commentary KBC Sunrise Monday, February 03, 2025 Please click here to read the PDF version Market Commentary Markets • The US Tariff Man walked the talk. From tomorrow February 4, 12:01 am EST, additional tariffs for Canadian imparts will be 25% with an exemption of 10% applying for Read more…
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KBC Sunset KBC Sunset Friday, January 31, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets Markets • Disappointing EMU Q4 growth yesterday triggered a bull steepening on EMU yield’s markets. Today, softer than expected domestic price data continued this dynamic. French HICP inflation declined Read more…
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Sunrise market commentary KBC Sunrise Friday, January 31, 2025 Please click here to read the PDF version Market Commentary Markets • The ECB lowered the policy rate to 2.75% (-25 bps) yesterday. While president Lagarde as usual refrained from giving guidance going forward, some subtle statement tweaks and not-so-subtle comments Read more…
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KBC Sunset KBC Sunset Thursday, January 30, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The ECB lowered the key policy rate by 25 bps to 2.75%. The fifth reduction was unanimous, widely expected and came with some minor tweaks to the statement. Read more…
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Sunrise market commentary KBC Sunrise Thursday, January 30, 2025 Please click here to read the PDF version Market Commentary Markets • Yesterday’s Fed policy meeting was a non-event. The US central bank kept rates steady at 4.25-4.5% and suggested they would remain there for some time. A hawkist twist in Read more…
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KBC Sunset KBC Sunset Wednesday, January 29, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • UK Chancellor Reeves in a keynote speech today failed to persuade sterling of her growth-reviving plans. It’s her first high-profile appearance since delivering the October Budget. A series Read more…
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Sunrise market commentary KBC Sunrise Wednesday, January 29, 2025 Please click here to read the PDF version Market Commentary Markets • US tech stocks rebounded sharply with the likes of Nvidia surging 9% after losing market capitalization +/- the size of Belgium’s economy. The Nasdaq’s 2% gain almost wiped out Read more…
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KBC Sunset KBC Sunset Tuesday, January 28, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The dust settled after yesterday’s violent sell-off in the US tech sector. Dip-buying already emerged during the day in certain individual companies. Others closed near or at their Read more…