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Sunrise market commentary KBC Sunrise Tuesday, June 24, 2025 Please click here to read the PDF version Market Commentary Markets • Markets yesterday felt some kind of ‘four seasons in one day experience’ with market themes/focus constantly switching throughout the day. A mild initial reaction after the weekend US air Read more…
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KBC Sunset KBC Sunset Monday, June 23, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Global markets were unable/unwilling to draw firm conclusions from the US joining Israel in attacking Iranian nuclear facilities. The nature/force of the Iranian retaliation now serves as a Read more…
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Sunrise market commentary KBC Sunrise Monday, June 23, 2025 Please click here to read the PDF version Market Commentary Markets • European markets on Friday started with a cautious risk-on bias as US President Trump suggested that it could take up to two weeks for the US to decide whether Read more…
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KBC Sunset KBC Sunset Friday, June 20, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US President Trump’s decision to give diplomacy a chance in the Middle East conflict brought some relief to risky assets. European leaders to that end hold nuclear talks Read more…
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Sunrise market commentary KBC Sunrise Friday, June 20, 2025 Please click here to read the PDF version Market Commentary Markets • Lacking guidance from US markets (closed for Juneteenth) and with hardly any EMU data scheduled for release, the EMU yield curve showed some modest bear steepening (German 2-y unchanged, Read more…
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KBC Sunset KBC Sunset Thursday, June 19, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Market positioning about the near term Bank of England’s policy rate path has been quite volatile over the past months. Going into the May decision, investors expected the Read more…
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Sunrise market commentary KBC Sunrise Thursday, June 19, 2025 Please click here to read the PDF version Market Commentary Markets • The Fed kept its policy rate unchanged yesterday at 4.25%-4.50% and sticks with its wait-and-see attitude. The current centerpiece holds: the price stability target is at bigger risk than Read more…
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KBC Sunset KBC Sunset Wednesday, June 18, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Of late investors experienced (too) many sessions being forced counting down to one or multiple event risk. Today was one of those. For some of those event risks Read more…
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Sunrise market commentary KBC Sunrise Wednesday, June 18, 2025 Please click here to read the PDF version Market Commentary Markets • Stronger than expected US retail sales in the control group briefly interrupted an outperformance of US Treasuries yesterday. Spending in these selected goods categories feeds into the government’s GDP Read more…
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KBC Sunset KBC Sunset Tuesday, June 17, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US headline retail sales dropped for a second consecutive month. May sales fell by 0.9% M/M while consensus expected a more modest contraction of 0.6%. Seven out of Read more…