Market Commentary

Sunrise market commentary KBC Sunrise Friday, November 15, 2024 Please click here to read the PDF version Market Commentary Markets •          Markets tried to extend the Trump trade yesterday after higher US October producer price inflation and solid (low) weekly jobless claims. They sparked a reaction higher in the dollar Read more…

KBC Sunset KBC Sunset Thursday, November 14, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          More dollar strength pulled EUR/USD to a first 1.05-quote since October 2023, but that level triggered some rebound action higher. It’s only a matter of time though for Read more…

Sunrise market commentary KBC Sunrise Thursday, November 14, 2024 Please click here to read the PDF version Market Commentary Markets •          US October inflation figures printed bang in line with expectations. Headline inflation picked up to 2.6% and core inflation matched September’s 3.3% with clear signs of price stickiness in Read more…

KBC Sunset KBC Sunset Wednesday, November 13, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          October CPI inflation was the first really important US data series for release after the Trump/Republican election victory. Concrete policy measures from the new US administration will decide Read more…

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…