.png)
Sunrise market commentary KBC Sunrise Tuesday, June 17, 2025 Please click here to read the PDF version Market Commentary Markets • The situation in the Middle East continues dominating headlines. Israel’s rapid dominance over western Iranian skies lowered chances of an escalation with Iran rumored to be willing to restart Read more…
.png)
KBC Sunset KBC Sunset Monday, June 16, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The military conflict between Israel and Iran adds another layer of uncertainty both to the CB’s assessment as well as in shaping the market reaction function. A soft Read more…
.png)
Sunrise market commentary KBC Sunrise Monday, June 16, 2025 Please click here to read the PDF version Market Commentary Markets • Israeli strikes against Iranian energy facilities dominate headlines this morning and temporary pushed Brent crude prices from $75/b to $78/b, matching last week’s high. Attacks and counterattacks enter their Read more…
.png)
KBC Sunset KBC Sunset Friday, June 13, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Israel’s overnight airstrike on Iran’s nuclear facilities was met by a retaliatory drone attack several hours later. Israel doesn’t appear to backdown though with media around noon reporting Read more…
.png)
Sunrise market commentary KBC Sunrise Friday, June 13, 2025 Please click here to read the PDF version Market Commentary Markets • Add trade uncertainty, geopolitical tensions and underwhelming economic data in a bowl, mix it and top it off with solid demand for one of the most closely watched long-term Read more…
.png)
KBC Sunset KBC Sunset Thursday, June 12, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • One way to put it is saying that you are prepared to roll the date forward for countries/blocs which are negotiating in good faith. US Treasury Secretary Bessent Read more…
.png)
Sunrise market commentary KBC Sunrise Thursday, June 12, 2025 Please click here to read the PDF version Market Commentary Markets • Slightly lower-than-expected US inflation (May) and a decent $39bn 10-yr auction yesterday caused UST outperformance over Bunds. Yields dropped between 1 and 7.2 bps in a bull steepening move. Read more…
.png)
KBC Sunset KBC Sunset Wednesday, June 11, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The framework deal agreed between the US and China overnight didn’t trigger an outsized market reaction. It is seen as confirming the trade truce reached in Geneva last Read more…
.png)
Sunrise market commentary KBC Sunrise Wednesday, June 11, 2025 Please click here to read the PDF version Market Commentary Markets • The US and China agreed to restore the Geneva trade truce after a two-day trade talk marathon in London. Both sides accused each other of violating the terms in Read more…
.png)
KBC Sunset KBC Sunset Tuesday, June 10, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets Trade talks between the US and China entered their second day in London. The presence of US Treasury Secretary Bessent, commerce secretary Lutnick, trade representative Greer and Chinese Vice Read more…