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Sunrise market commentary KBC Sunrise Wednesday, November 13, 2024 Please click here to read the PDF version Market Commentary Markets •          US bond yields surged after having had the day off on Monday for Veteran’s Day. Net daily changes varied between 8.7 and 13.1 bps across the curve spectrum as Read more…

KBC Sunset KBC Sunset Tuesday, November 12, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The UK Office for National Statistics published September labour market data this morning. They continue to struggle with mixed results coming from estimates for payrolled employees and estimates Read more…

Sunrise market commentary KBC Sunrise Tuesday, November 12, 2024 Please click here to read the PDF version Market Commentary Markets •          US markets were closed yesterday in observance of Veteran’s Day, thinning trading conditions at the start of the week. For now, the by default trading mechanisms are the ones Read more…

KBC Sunset KBC Sunset Friday, November 8, 2024 Dear reader, there will be no KBC Economics-Markets reports on Monday, November 11. We resume our publications on Tuesday, November 12. Daily Market Overview Click here  to read the PDF-version of this report   Markets •          This week was amassed with high profile Read more…

Sunrise market commentary KBC Sunrise Friday, November 8, 2024 Dear reader, there will be no KBC Economics-Markets reports on Monday, November 11. We resume our publications on Tuesday, November 12. Please click here to read the PDF version Market Commentary Markets •          The barrage of central bank meetings in Sweden, Read more…

KBC Sunset KBC Sunset Thursday, November 7, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The consequences of yesterday evening’s decision by German Chancellor Scholz to sack his finance minister, Lindner, might by far-reaching. Lindner’s hard “no” against modifying the debt brake enshrined Read more…

Sunrise market commentary KBC Sunrise Thursday, November 07, 2024 Please click here to read the PDF version Market Commentary Markets •          The Republican hattrick trigged the most pure version of the America First trade. US equities, yields and the dollar all jumped sharply higher, betting on a strong, domestic-driven outperformance Read more…

KBC Sunset KBC Sunset Wednesday, November 6, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The shape of the post-US election phase of the Trump trade were already crystal clear before the open of European markets. Donald Trump secured his second term as Read more…

Sunrise market commentary KBC Sunrise Wednesday, November 06, 2024 Please click here to read the PDF version Market Commentary Markets •          At the moment of writing, the outcome of the US elections is still a developing story. The Republican Party regaining a 51+ majority in the Senate is definitively called. Read more…

KBC Sunset KBC Sunset Tuesday, November 5, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets In the run-up to tonight’s US elections there’s little appetite for markets to make additional big directional moves. If anything, US Treasuries and the dollar underperform. Positioning over the Read more…