Market Commentary

KBC Sunset KBC Sunset Friday, January 24, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Eurozone business activity returned to growth in January according to flash EMU PMI’s. The composite gauge ticked up from 49.6 from 50.2 (vs 49.7 expected). It’s only the Read more…

Sunrise market commentary KBC Sunrise Friday, January 23, 2025 Please click here to read the PDF version Market Commentary Markets •          Markets initially still looked for direction as they tried to take stock of the communication avalanche during the first days of the new Trump administration in the US. A Read more…

KBC Sunset KBC Sunset Wednesday, January 22, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •             More lackluster, low volatility range trading across most major markets today. For now, visibility on the impact of the Trump policy on (global and US) growth and inflation Read more…

Sunrise market commentary KBC Sunrise Thursday, January 23, 2025 Please click here to read the PDF version Market Commentary Markets •  In a session again devoid of important eco data, the 2.0 Trump trade yesterday triggered higher equities and yields rebounding modestly within the established ranges. The US dollar showed Read more…

KBC Sunset KBC Sunset Wednesday, January 22, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Stock markets took central stage today. Netflix record-breaking earnings and US president Trump’s massive AI infrastructure project (“Stargate”, planning to spend $100bn on Big Tech infrastructure projects, with Read more…

Sunrise market commentary KBC Sunrise Wednesday, January 22, 2025 Please click here to read the PDF version Market Commentary Markets •          The first two days of the Trump administration as expected brought an avalanche of executive orders and new initiatives to mark a seizure wit the policy from his predecessor. Read more…

KBC Sunset KBC Sunset Tuesday, January 21, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          All eyes are on the US dollar today. Yesterday’s sigh of relief by currencies ex-USD already went in reverse. President Trump didn’t go full-on tariff mode on day Read more…

Sunrise market commentary KBC Sunrise Tuesday, January 21, 2025 Please click here to read the PDF version Market Commentary Markets •          The first reaction after the start the Trump presidency, confirmed that markets have to cope with more elevated volatility as the new US administration is putting its new policy Read more…

KBC Sunset KBC Sunset Monday, January 20, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Markets today ‘enjoyed’ some final calm before the expected storm. US markets are closed for Martin Luther King Day, given investors an additional day to reassess their strategy Read more…

Sunrise market commentary KBC Sunrise Monday, January 20, 2025 Please click here to read the PDF version Market Commentary Markets •          The correction in US yields that started on (marginally) softer than expected US CPI data and comments from Fed Waller finally met first support on Friday as markets returned Read more…