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KBC Sunset KBC Sunset Thursday, July 17, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • (Equity) markets of late showed remarkable resilience to multiple sources of (potential) risk. Those risks were supposed to remain risks that in the end won’t materialize. This attitude Read more…
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Sunrise market commentary KBC Sunrise Thursday, July 17, 2025 Please click here to read the PDF version Market Commentary Markets • US President Trump sorted the problem of a dull eco calendar yesterday. Fed Chair Powell is the thorn in the US President’s side. And while he still claims it Read more…
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KBC Sunset KBC Sunset Wednesday, July 16, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US PPI inflation was on tap today. All three gauges stagnated last month, printing flat on a monthly basis and missing a 0.2% estimate. That led to a Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 16, 2025 Please click here to read the PDF version Market Commentary Markets • The devil of yesterday’s June US CPI inflation report was in the details. Headline and core CPI rose by 0.3% M/M and 0.2% M/M respectively to be up 2.7% Read more…
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KBC Sunset KBC Sunset Tuesday, July 15, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • This morning, it initially looked that risk premia at the ultra-long end of the yield curve could remain the focus for markets. The Japanese 10-y yield tested the Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 15, 2025 Please click here to read the PDF version Market Commentary Markets • The US 30-yr yield was a whisker away from touching the psychological 5% mark yesterday as Friday’s tariff-driven sell-off in US Treasuries slowed. Still the US yield curve showed Read more…
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KBC Sunset KBC Sunset Monday, July 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The start of the new week was a copy-paste of last week’s. A surge in long-term Japanese bond yields weighed on other core bonds too. Japan’s 30-yr yield Read more…
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Sunrise market commentary KBC Sunrise Monday, July 14, 2025 Please click here to read the PDF version Market Commentary Markets • US Treasuries sold off in a steepening move last Friday as the US informed more countries on the reciprocal tariff rate that would apply to them unless they secured Read more…
Sunrise market commentary KBC Sunrise Monday, July 14, 2025 Please click here to read the PDF version Market Commentary Markets • US Treasuries sold off in a steepening move last Friday as the US informed more countries on the reciprocal tariff rate that would apply to them unless they secured Read more…
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KBC Sunset KBC Sunset Thursday, July 10, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • This week was supposed to be a pivotal one but the July 9 deadline for the US import tariff reprieve eventually turned out to be just another TACO Read more…