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KBC Sunset KBC Sunset Thursday, August 29, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Spanish and German consumer prices rose less than expected in August. Spanish prices were flat in M/M terms with headline CPI falling more than forecast, from 2.9% to Read more…
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Sunrise market commentary KBC Sunrise Thursday, August 29, 2024 Please click here to read the PDF version Market Commentary Markets • More technical, order driving trading for global markets yesterday. An almost empty eco calendar left investors counting down to upcoming data (EMU CPIs today and tomorrow, US PCE deflators Read more…
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KBC Sunset KBC Sunset Wednesday, August 28, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets spent most of their time awaiting corporate (Nvidia results after-market) and economic (European inflation numbers from tomorrow on and US PCE deflators on Friday) events today. Core Read more…
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Sunrise market commentary KBC Sunrise Wednesday, August 28, 2024 Please click here to read the PDF version Market Commentary Markets • Core interest rate markets yesterday tried to further build on a tentative pause/bottoming out process that started on Monday. With 100 bps Fed cuts discounted for this year and Read more…
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KBC Sunset KBC Sunset Tuesday, August 27, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Friday’s Jackson Hole speech by Fed chair Powell seems to have given the nod for a final holiday week stretching until the September 2nd Labour Day Holiday. US Read more…
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Sunrise market commentary KBC Sunrise Tuesday, August 27, 2024 Please click here to read the PDF version Market Commentary Markets • Interest rate markets were looking for a new short-term equilibrium for the post-Jackson Hole era yesterday. Early in the session, yields tried to build on Friday’s decline as Fed Read more…
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KBC Sunset KBC Sunset Monday, August 26, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The dust settled somewhat after Fed chair Powell’s “the time has come” speech in Jackson Hole prompted an almost 9 bps decline in US yields last Friday. The Read more…
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Sunrise market commentary KBC Sunrise Monday, August 26, 2024 Please click here to read the PDF version Market Commentary Markets • At its keynote Jackson Hole speech on Friday, Fed Chair Powell explicitly reconfirmed the change in the Fed’s assessment on the balance between fighting inflation and preserving maximum employment Read more…
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KBC Sunset KBC Sunset Friday, August 23, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • At a hearing before Parliament this morning, BoJ governor Ueda had a balanced but after all clear message. The BoJ has started policy normalization and intends to further Read more…
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Sunrise market commentary KBC Sunrise Friday, August 23, 2024 Please click here to read the PDF version Market Commentary Markets • Yesterday’s EMU data releases cement the case for a second 25 bps rate cut by the ECB when they meet next on September 12. PMI’s picked up because of Read more…