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Sunrise market commentary KBC Sunrise Thursday, September 26, 2024 Please click here to read the PDF version Market Commentary Markets • Core bond yields grinded higher yesterday in a news-poor trading session. With the move both US and German yields recouped most of Tuesday’s intraday losses. Net daily changes varied Read more…
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KBC Sunset KBC Sunset Wednesday, September 25, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • After last week’s Fed decision, investors were happy to use soft/disappointing data to push money market pricing for ever more aggressive font-loading on Fed and ECB interest rate Read more…
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Sunrise market commentary KBC Sunrise Wednesday, September 25, 2024 Please click here to read the PDF version Market Commentary Markets • China’s stimulus announcement impacted all corners of the market. Hopes for a revival of the 2nd largest economy lifted commodity prices. Oil & iron prices both added around 2%. Read more…
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KBC Sunset KBC Sunset Tuesday, September 24, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets A barrage of Chinese monetary stimulus measures lifted the likes of the CSI 300 with more than 4% and jumpstarted European dealings too. The EuroStoxx50 rose as much as Read more…
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Sunrise market commentary KBC Sunrise Tuesday, September 24, 2024 Please click here to read the PDF version Market Commentary Markets • Horrible European PMI business confidence (September) triggered a textbook bull steepening. German rates dropped between -2.8 (30-yr) and -8.1 (2-yr) bps. The spread between the 10-yr and 2-yr hit Read more…
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KBC Sunset KBC Sunset Monday, September 23, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Its going from bad to worse with the EMU economy. According to the Flash PMI, activity contracted in September for the first time since February. The headline composite Read more…
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Sunrise market commentary KBC Sunrise Monday, September 23, 2024 Please click here to read the PDF version Market Commentary Markets • Sterling was among the outperformers on currency markets last Friday. The British pound excelled on significantly stronger than expected August retail sales after an already bumper July. EUR/GBP’s downside Read more…
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KBC Sunset KBC Sunset Friday, September 20, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Main potential market movers already hit the screens this morning before the start of European dealings with the BOJ policy decision and the UK consumer data. The BOJ Read more…
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Sunrise market commentary KBC Sunrise Friday, September 20, 2024 Please click here to read the PDF version Market Commentary Markets • Wednesday’s bumper 50 bps Fed kick-off yesterday resulted in a further steeping of the US curve, with the short end still challenging recent lows. The intraday price dynamics was Read more…
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KBC Sunset KBC Sunset Thursday, September 19, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The Bank of England left its policy rate unchanged at 5% in a 8-1 majority vote. Swati Dhingra dissented in favour of a 25 bps rate cut, on Read more…