KBC Sunset KBC Sunset Thursday, April 3, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Yesterday, optimists still hoped that the announcement of reciprocal US tariffs could bring some bad news, but at least also some clarity, providing a new reference framework. Even Read more…
Sunrise market commentary KBC Sunrise Thursday April 3, 2025 Please click here to read the PDF version Market Commentary Markets • The US government published the groundwork of its new trade policy. The baseline is a 10% across-the-board levy on all imports, effective April 5th. The tariff rate is higher Read more…
KBC Sunset KBC Sunset Wednesday, April 2, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US President Trump has been keeping the market in extreme suspense the last few weeks and especially days with what he calls “the Big One”. That’s referring to Read more…
Sunrise market commentary KBC Sunrise Wednesday April 2, 2025 Please click here to read the PDF version Market Commentary Markets • Markets remained hesitant throughout European dealings yesterday even as stock markets staged a(n initially) modest comeback. Core bonds continued to excel with April EMU CPI figures strengthening the case Read more…
KBC Sunset KBC Sunset Tuesday, April 1, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • In ‘normal times’ the first (trading) day of a new month/quarter would make investors look out for high profile data to potentially set tone for upcoming trading trends. Read more…
Sunrise market commentary KBC Sunrise Tuesday April 1, 2025 Please click here to read the PDF version Market Commentary Markets • Friday’s nasty market sell-off dragged into yesterday’s Asian and European trading as traders hit the panic button in the run-up to tomorrow’s tariff announcement by US president Trump. It’s Read more…
KBC Sunset KBC Sunset Monday, March 31, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The first quarter of the year ends completely different than how it started. US president Trump’s pro-growth policy agenda generated a lot of market optimism all the way Read more…
Sunrise market commentary KBC Sunrise Monday March 31, 2025 Please click here to read the PDF version Market Commentary Markets • The build-up to US President Trump’s “Liberation Day” is leaving very nasty scars on financial markets. Last Friday’s trading session was full risk-off with European stock markets losing around Read more…
KBC Sunset KBC Sunset Friday, March 28, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets today stayed in a defensive wait-and-and see modus counting down to the long-awaited US announcement sweeping ‘reciprocal tariffs’ next Wednesday. In this context of elevated uncertainty, markets Read more…
Sunrise market commentary KBC Sunrise Friday March 28, 2025 Please click here to read the PDF version Market Commentary Markets • The US Congressional Budget Office yesterday published its projections for the US federal budget deficit and debt for the period 2025-2055. Both are expected to rise substantially further under Read more…