KBC Sunset KBC Sunset Thursday, March 20, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European markets took a different, more pessimistic view on yesterday’s Fed policy meeting compared to the US. They appear to have more attention to the (stagflationary) risks in Read more…
Sunrise market commentary KBC Sunrise Thursday, March 20, 2025 Please click here to read the PDF version Market Commentary Markets • The Fed’s policy rate was left unchanged at the March meeting yesterday (4.25-4.5%). The decision was a unanimous one. It was accompanied with a slower pace in QT with Read more…
KBC Sunset KBC Sunset Wednesday, March 19, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets were caught off-guard this morning by a steep sell-off in Turkish assets which triggered broad risk aversion at the onset of European trading. The meltdown started after Read more…
Sunrise market commentary KBC Sunrise Wednesday, March 19, 2025 Please click here to read the PDF version Market Commentary Markets • Core bonds gained slightly yesterday with US Treasuries marginally outperforming Bunds. German yields eased 1.3 bps at the front while remaining flat at the long end of the curve. Read more…
KBC Sunset KBC Sunset Tuesday, March 18, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Despite plenty of (geopolitical) headlines (call between Trump and Putin; debate/rumors on the structure of US reciprocal tariffs after April 2) there was no unequivocal theme to guide Read more…
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Sunrise market commentary KBC Sunrise Tuesday, March 18, 2025 Please click here to read the PDF version Market Commentary Markets • Yesterday’s final input to the Fed meeting on Wednesday won’t change the status quo decision that’s expected. February core retail sales were decent but in some cases merely rebounded Read more…
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KBC Sunset KBC Sunset Monday, March 17, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Some final input to the Fed policy meeting on Wednesday included February retail sales and the NY’s manufacturing confidence index for March. The former printed mixed, coming in Read more…
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Sunrise market commentary KBC Sunrise Monday, March 17, 2025 Please click here to read the PDF version Market Commentary Markets • US data screamed stagflation but markets didn’t bother this time around. A steep drop in consumer confidence (University of Michigan) coincided with a sharp rise in the year-ahead inflation Read more…
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KBC Sunset KBC Sunset Friday, March 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • After yesterday’s tariff-driven risk-off (Trump threatening 200% levy on EU wines and other alcoholic beverages), sentiment again turned risk-on on news from outside the US. Asian markets drew Read more…
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Sunrise market commentary KBC Sunrise Friday, March 14, 2025 Please click here to read the PDF version Market Commentary Markets • In a not that distant past EMU (equity) markets often were dominated by caution/reluctance, awaiting guidance from the US. Especially risk-on moves mostly originated from the US. This isn’t Read more…