.png)
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…
.png)
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…
.png)
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…
.png)
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…
.png)
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…
.png)
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…
.png)
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…
.png)
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…
.png)
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…
.png)
Sunrise market commentary KBC Sunrise Tuesday, January 28, 2025 Please click here to read the PDF version Market Commentary Markets • China’s DeepSeek R1 AI model sparked risk-off across the board. It was yesterday’s main trading theme in absence of other major news. Trained at a significantly lower cost and Read more…