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Sunrise market commentary KBC Sunrise Monday, June 02, 2025 Please click here to read the PDF version Market Commentary Markets • ‘Trade noise’ is moving again to the fore, further complicating any eco-driven market reaction function. Soft US data (US Q1 GDP was upwardly revised to -0.2% Q/Qa, but with Read more…
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KBC Sunset KBC Sunset Wednesday, May 28, 2025 Daily Market Overview Click here to read the PDF-version of this report Dear reader, There will be no KBC Sunset on Thursday, May 29 and Friday, May 30. We resume the publication on Monday, June 2. Markets • After a bullish correction Read more…
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Sunrise market commentary KBC Sunrise Wednesday, May 28, 2025 Please click here to read the PDF version Market Commentary Markets • US investors were in a good mood as they returned from the long Memorial Day weekend. US Treasury Secretary Bessent floated the prospect of some big (Asian) trade deals Read more…
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KBC Sunset KBC Sunset Tuesday, May 27, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • ECB’s Lagarde made a strong case yesterday when promoting a bigger, international role for the euro while that of the US dollar is gradually waning. Her long-term call Read more…
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Sunrise market commentary KBC Sunrise Tuesday, May 27, 2025 Please click here to read the PDF version Market Commentary Markets • The single currency has a new poster girl. ECB President Lagarde picked her moment. In absence of UK and US investors, she pulled maximum attention with a speech on Read more…
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KBC Sunset KBC Sunset Monday, May 26, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European markets have to find out the direction of travel on their own as the US (Memorial Day) and UK markets (Spring Bank Holiday) enjoy a long weekend. Read more…
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Sunrise market commentary KBC Sunrise Monday, May 26, 2025 Please click here to read the PDF version Market Commentary Markets • US President Trump unexpectedly dropped a bomb on Friday by recommending a 50% tariff on EU goods effective immediate June 1st as he believed that the bloc wasn’t negotiating Read more…
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KBC Sunset KBC Sunset Friday, May 23, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • It’s been relatively quiet around US President Trump the past fortnight. Too quiet now it seems… Two weeks ago, the POTUS was too busy collecting money in the Read more…
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Sunrise market commentary KBC Sunrise Friday, May 23, 2025 Please click here to read the PDF version Market Commentary Markets • Yesterday’s House approval of Trump’s multi-trillion bill wraps up days of suspense going into the vote. The fiscal theme returned front-and-center since the 90-day US-Sino trade truce almost two Read more…
Sunrise market commentary KBC Sunrise Friday, May 23, 2025 Please click here to read the PDF version Market Commentary Markets • Yesterday’s House approval of Trump’s multi-trillion bill wraps up days of suspense going into the vote. The fiscal theme returned front-and-center since the 90-day US-Sino trade truce almost two Read more…