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Sunrise market commentary KBC Sunrise Wednesday, July 9, 2025 Please click here to read the PDF version Market Commentary Markets • Markets headlines yesterday still were dominated by the ongoing flurry of trade-war communication as launched by US president Trump. Even so, in particular on interest rate markets, global public Read more…
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KBC Sunset KBC Sunset Tuesday, July 8, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Japanese yields for a second day straight surged around 10 bps at the very long end of the curve. The 30-year bond yield is now up 20 bps Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 8, 2025 Please click here to read the PDF version Market Commentary Markets • The US yesterday made a next step in the strategy that it considers necessary to ‘eliminate the Trade Deficit disparity’ with trading partners. The US sent letters to 14 Read more…
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KBC Sunset KBC Sunset Monday, July 7, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets are in outright waiting modus. It’s no waiting for Godot. US president Trump for sure will come up with high profile announcements on trade/tariffs vis-à-vis US trading Read more…
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Sunrise market commentary KBC Sunrise Monday, July 7, 2025 Please click here to read the PDF version Market Commentary Markets • With US markets closed for Independence Day and little in the way of important data, European markets couldn’t but take a cautious approach going into the weekend. With the Read more…
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KBC Sunset KBC Sunset Friday, July 4, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US president Trump upped the ante ahead of a potentially important weekend. Trade talks take center stage and will continue to do so next week now Trump’s BBB Read more…
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Sunrise market commentary KBC Sunrise Friday, July 4, 2025 Please click here to read the PDF version Market Commentary Markets • Hate him or love him, but US president Trump often gets things done. He wanted the OBBBA on his desk to be signed into law by July 4th, and Read more…
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KBC Sunset KBC Sunset Thursday, July 3, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Odds for a July Fed rate cut fell back to 0% (from 20%) after a solid June payrolls reports. Anticipation had been building after a slight change of Read more…
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ERRATUM Sunrise market commentary KBC Sunrise Thursday, July 3, 2025 Please click here to read the PDF version Market Commentary Markets • UK gilts crashed yesterday. Yields on the long-end of the curve surged by almost 20 bps (30-yr) over fiscal concerns. The worrying state of public finances in the Read more…
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Sunrise market commentary KBC Sunrise Thursday, July 3, 2025 Please click here to read the PDF version Market Commentary Markets • The US Senate pulled an all-nighter and squeaked through president Trump’s supersized bill. Vice-president Vance had to break the tie in favour of the bill with a nail-biting 51-50 Read more…