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Sunrise market commentary KBC Sunrise Thursday, November 07, 2024 Please click here to read the PDF version Market Commentary Markets • The Republican hattrick trigged the most pure version of the America First trade. US equities, yields and the dollar all jumped sharply higher, betting on a strong, domestic-driven outperformance Read more…
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KBC Sunset KBC Sunset Wednesday, November 6, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The shape of the post-US election phase of the Trump trade were already crystal clear before the open of European markets. Donald Trump secured his second term as Read more…
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Sunrise market commentary KBC Sunrise Wednesday, November 06, 2024 Please click here to read the PDF version Market Commentary Markets • At the moment of writing, the outcome of the US elections is still a developing story. The Republican Party regaining a 51+ majority in the Senate is definitively called. Read more…
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KBC Sunset KBC Sunset Tuesday, November 5, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets In the run-up to tonight’s US elections there’s little appetite for markets to make additional big directional moves. If anything, US Treasuries and the dollar underperform. Positioning over the Read more…
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Sunrise market commentary KBC Sunrise Tuesday, November 05, 2024 Please click here to read the PDF version Market Commentary Markets • US market moves suggested investors reduced the ‘established Trump-trade’ to position to a more neutral one with a survey showing Harris potentially taking the lead in Iowa driving the Read more…
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KBC Sunset KBC Sunset Monday, November 4, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • US presidential election polls remain talk of town in an otherwise uninspiring trading session. Trump’s momentum was already dented last week following some swing-state polls. They took away Read more…
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Sunrise market commentary KBC Sunrise Monday, November 04, 2024 Please click here to read the PDF version Market Commentary Markets • US payrolls and the Manufacturing ISM caused quite some intraday volatility on Friday but in the end didn’t change the broader market picture in any profound way. The US Read more…
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KBC Sunset KBC Sunset Thursday, October 31, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The fall-out of Reeves’ “one of the largest fiscal loosenings of any fiscal event in recent decades” on UK bond markets went into a second day. Gilt yields Read more…
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Sunrise market commentary KBC Sunrise Thursday, October 31, 2024 Dear reader, there will be no KBC Economics-Markets reports on Friday, November 1. We resume our publications on Monday, November 4. Please click here to read the PDF version Market Commentary Markets “Overall borrowing between 2024-25 and 2028-29 is higher than Read more…
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KBC Sunset KBC Sunset Wednesday, October 30, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets With central banks in full data dependence mode, every eco figure counts. It makes trading more volatile from one policy meeting to the next. A disappointing September PMI survey Read more…