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Sunrise market commentary KBC Sunrise Wednesday, February 26, 2025 Please click here to read the PDF version Market Commentary Markets • Same dynamics were at play for a third session straight with US assets starting to discount the possibility of a stagflation rather than a goldilocks scenario for the US Read more…
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KBC Sunset KBC Sunset Tuesday, February 25, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US bond yields slid further in moves that greatly outpace those in Germany. Declines vary between -5.7 and 7.5 bps with some minor outperformance by the belly of Read more…
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Sunrise market commentary KBC Sunrise Tuesday, February 25, 2025 Please click here to read the PDF version Market Commentary Markets • US stock markets traded heavy for a second session straight. They eventually closed at the session lows after hitting an air pocket in the final ten minutes of trading. Read more…
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KBC Sunset KBC Sunset Monday, February 24, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The German Parliamentary elections yesterday paved the way for Friedrich Merz of the winning CDU/CSU (28.6% of the votes) to take the initiative form a Grand Coalition with Read more…
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Sunrise market commentary KBC Sunrise Monday, February 24, 2025 Please click here to read the PDF version Market Commentary Markets • US stock markets suffered a late swoon last Friday. They started on a bad footing, loosing around 0.5% in the first trading hour with disappointing US eco data triggering Read more…
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KBC Sunset KBC Sunset Friday, February 21, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The European February composite PMI released today matched January’s 50.2 reading. That’s suggestive of near negligible output growth. Services was still the main driver but expanded at a Read more…
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Sunrise market commentary KBC Sunrise Friday, February 21, 2025 Please click here to read the PDF version Market Commentary Markets • Bessent’s interview with Bloomberg offered a welcome distraction in yesterday’s generally dull trading session. The US Treasury Secretary touched on a range of topics, including on the US’ debt Read more…
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KBC Sunset KBC Sunset Thursday, February 20, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US Treasury Secretary Bessent said in an interview with Bloomberg Television that the Treasury team under the previous president had shortened the duration in Treasury sales. While he’s Read more…
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Sunrise market commentary KBC Sunrise Thursday, February 20, 2025 Please click here to read the PDF version Market Commentary Markets Market • German bunds heavily underperformed US Treasuries yesterday. Yields jumped between 4.6 and 6.4 bps in a response to ECB board member Schnabel’s interview with the Financial Times. The Read more…
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KBC Sunset KBC Sunset Wednesday, February 19, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • ECB executive board member Schnabel is the first to suggest that the direction of travel (of monetary policy) is not so clear anymore. She thinks that Frankfurt nears Read more…