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KBC Sunset KBC Sunset Monday, October 7, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Friday’s blow-out payrolls still echoed through markets at the start of the new week. Core bond yields add several basis points again with US Treasuries underperforming German Bunds. Read more…
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Sunrise market commentary KBC Sunrise Monday, October 07, 2024 Please click here to read the PDF version Market Commentary Markets • The US September payrolls report beat market expectations for all key metrics. It also made markets question the need for ‘aggressive’ Fed-support to prevent a potential unwarranted softening of Read more…
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KBC Sunset KBC Sunset Friday, October 4, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • US payrolls hit a home run. Literally every bit of the report was outright strong and topped estimates: from employment growth in the establishment survey over details in Read more…
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Sunrise market commentary KBC Sunrise Friday, October 04, 2024 Please click here to read the PDF version Market Commentary Markets • This week’s US data was supposed to be key input for markets to make up their mind on the amount of Fed easing in November. Data released earlier this Read more…
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KBC Sunset KBC Sunset Thursday, October 3, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • An interview of BoE Governor Bailey in The Guardian changed (relative) prospects for UK yield markets and sterling. Until now, markets expected the BoE to keep a cautious Read more…
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Sunrise market commentary KBC Sunrise Thursday, October 03, 2024 Please click here to read the PDF version Market Commentary Markets • Core bonds reversed the safe-haven triggered gains of Tuesday. US yields rose by 3.7 bps (2-yr) to 5.8 bps (30-yr) while German yields rose by 1.9 bps (2-yr) to Read more…
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KBC Sunset KBC Sunset Wednesday, October 2, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Oil markets show some of the biggest swings today. Brent rose as much as 3.5% before paring gains to 2.7% currently in response to Iran’s missile attack on Read more…
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Sunrise market commentary KBC Sunrise Wednesday, October 02, 2024 Please click here to read the PDF version Market Commentary Markets • German Bunds outperformed US Treasuries yesterday. German yields closed 4.8 bps (2-yr) to 9.8 bps (30-yr) lower. The curve move was at least partly inspired by technical reasons (acceleration Read more…
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KBC Sunset KBC Sunset Tuesday, October 1, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • A series of weaker-than-expected national inflation figures culminated in the first sub 2% European-wide reading for September today. The 1.8% y/y outcome was the lowest since April 2021 Read more…
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Sunrise market commentary KBC Sunrise Tuesday, October 01, 2024 Please click here to read the PDF version Market Commentary Markets • Fed Chair Powell implicitly defended the base case as set out in the updated September dot plot. This year’s median suggested an additional 50 bps of cumulative Fed rate Read more…