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KBC Sunset KBC Sunset Friday, August 29, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The Fed’s preferred inflation measure (PCE deflator) showed no surprises in July. The headline index increased by 0.2% M/M and stabilized at 2.6% Y/Y. The core PCE deflator Read more…
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Sunrise market commentary KBC Sunrise Friday, August 29, 2025 Please click here to read the PDF version Market Commentary Markets • Markets turn somewhat more complacent over US political developments. They take a wait-and-see approach with Fed governor Cook yesterday suing US President Trump calling his move to fire her Read more…
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KBC Sunset KBC Sunset Thursday, August 2, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Over the previous days, political topics drove premia on interest rate markets. US president Trump challenging Fed independence as he tries to fire Board Member Lisa Cook, raised Read more…
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Sunrise market commentary KBC Sunrise Thursday, August 28, 2025 Please click here to read the PDF version Market Commentary Markets • Markets continued digesting this week’s mainly political event risk coming from the US and France. The US yield curve bull steepened with yields around 5 bps lower at the Read more…
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KBC Sunset KBC Sunset Wednesday, August 27, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • French yields remained at the center of attention. Since prime minister Bayrou called a budget-related confidence vote for September 8, OATs have underperformed not only vs. Bund & Read more…
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Sunrise market commentary KBC Sunrise Wednesday, August 27, 2025 Please click here to read the PDF version Market Commentary Markets • US President Trump’s unprecedented attack against the US Federal Reserve is heading for court. On Monday, he removed Fed governor Cook effective immediate for cause (related to mortgage fraud Read more…
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KBC Sunset KBC Sunset Tuesday, August 26, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • One day after calling a no-confidence vote (September 8) in his government, the dies for French PM Bayrou have already been cast. All main opposition parties (stretching from Read more…
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Sunrise market commentary KBC Sunrise Tuesday, August 26, 2025 Please click here to read the PDF version Market Commentary Markets • The single currency’s short-term fortunes took a dramatic turn yesterday following a surprise announcement by French PM Bayrou. He asked back French parliament by September 8 instead of October Read more…
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KBC Sunset KBC Sunset Monday, August 25, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Core bond yields recovered several basis points from Fed chair Powell’s drop shot in his Jackson Hole appearance last Friday. The Fed’s ready to pivot back into rate Read more…
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Sunrise market commentary KBC Sunrise Monday, August 25, 2025 Please click here to read the PDF version Market Commentary Markets • Fed chair Powell ignited a bond and stock market rally last Friday by saying in his key Jackson Hole speech that downside risks to employment are rising. “With policy Read more…