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KBC Sunset KBC Sunset Wednesday, July 17, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • After last-week’s softer than expected US CPI data, global investors gained ever greater confidence that the Fed will embark for a genuine, protracted easing cycle soon. Yields turned Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 17, 2024 Please click here to read the PDF version Market Commentary Markets • Consensus-beating June US retail sales only temporary interfered with reigning market momentum. Core retail sales rose by 0.8% M/M (& 0.9% M/M for retail sales control group) in what Read more…
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KBC Sunset KBC Sunset Tuesday, July 16, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Global core bonds gained some ground going into today’s main dish, US retail sales. UK gilts slightly outperformed Bunds and Treasuries as markets gear for tomorrow’s June CPI Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 16, 2024 Please click here to read the PDF version Market Commentary Markets • Fed Chair Powell in an interview at the Economic Club of Washington DC didn’t want to commit to any timing of a first Fed rate cut. By doing so, Read more…
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KBC Sunset KBC Sunset Monday, July 15, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Some segments of the US yield curve disinverted in the wake of the Trump shooting. The presidential candidate’s odds to win the November election have increased as a Read more…
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Sunrise market commentary KBC Sunrise Monday, July 15, 2024 Please click here to read the PDF version Market Commentary Markets • The US dollar is losing interest rate support at stealth pace. Since the awful June service ISM (July 3), the US 2-yr yield fell from 4.75% to 4.45% currently. Read more…
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KBC Sunset KBC Sunset Wednesday, July 10, 2024 Dear reader, There will be no KBC Economics-Markets reports on Thursday, July 11 and Friday, July 12. We resume our publications on Monday, July 15 Daily Market Overview Click here to read the PDF-version of this report Markets • In today’s extremely Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 10, 2024 Dear reader, There will be no KBC Economics-Markets reports on Thursday, July 11 and Friday, July 12. We resume our publications on Monday, July 15 Please click here to read the PDF version Market Commentary Markets • Fed Chair Powell before Read more…
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KBC Sunset KBC Sunset Tuesday, July 9, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • European markets were captured in an indecisive trading pattern yesterday, in the wake of the surprise win of the left alliance in the French elections. Spreads of France Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 9, 2024 Please click here to read the PDF version Market Commentary Markets • A surprise but inconclusive outcome of the French parliamentary election after some initial jitters also resulted in an inconclusive market (European) reaction yesterday. As the left group Nouveau Front Read more…