Trader Talent

Sunrise market commentary KBC Sunrise Dinsdag, September 10, 2024 Please click here to read the PDF version Market Commentary Markets •          This week’s opening session can be easily classified. Risk sentiment improved somewhat after last week’s beating with key European and US stock markets gaining slightly under/over 1%. That doesn’t Read more…

KBC Sunset KBC Sunset Monday, September 9, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Friday’s payrolls were soft but not that weak for markets to be sure that the Fed will start its easing cycle with a 50 bps step next week. Read more…

Sunrise market commentary KBC Sunrise Monday, September 9, 2024 Please click here to read the PDF version Market Commentary Markets •          More volatility: yes. More certainty on the outcome of next week’s Fed meeting: no. Friday’s nonfarm payrolls couldn’t settle the rate cut size debate (25 bps vs 50 bps). Read more…

KBC Sunset KBC Sunset Friday, September 6, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          August nonfarm payrolls to settle the debate once and for all… Or not. The US economy added 142k jobs in August, compared to 165k consensus. Most other metrics Read more…

Sunrise market commentary KBC Sunrise Friday, September 6, 2024 Please click here to read the PDF version Market Commentary Markets •          The ADP job report yesterday produced the same price action seen in the wake of the US manufacturing ISM and US job openings. A below-consensus 99k for August and Read more…

KBC Sunset KBC Sunset Thursday, September 5, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The message from the July Fed meeting and even more from Chair Powell’s Jackson Hole address marked a U-turn in the Fed’s assessment. The focus shifted from taming Read more…

Sunrise market commentary KBC Sunrise Thursday, September 5, 2024 Please click here to read the PDF version Market Commentary Markets •          Yesterday’s JOLTS report was yet another perfect illustration of market’s high sensitivity to the labour market since Fed chair Powell bombarded it to the single most important theme for Read more…

KBC Sunset KBC Sunset Wednesday, September 4, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Equities continue to take center stage on markets. European stocks underperformed in a catch-up move with the US. The EuroStoxx50 loses another 1.2%. Wall Street was granted some Read more…

KBC Sunset KBC Sunset Tuesday, September 3, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Returning after a long weekend due to the Labour Day holiday, US investors see the glass half empty rather than half full looking forward to key US eco Read more…