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Sunrise market commentary KBC Sunrise Friday, June 20, 2025 Please click here to read the PDF version Market Commentary Markets • Lacking guidance from US markets (closed for Juneteenth) and with hardly any EMU data scheduled for release, the EMU yield curve showed some modest bear steepening (German 2-y unchanged, Read more…
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KBC Sunset KBC Sunset Thursday, June 19, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Market positioning about the near term Bank of England’s policy rate path has been quite volatile over the past months. Going into the May decision, investors expected the Read more…
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Sunrise market commentary KBC Sunrise Thursday, June 19, 2025 Please click here to read the PDF version Market Commentary Markets • The Fed kept its policy rate unchanged yesterday at 4.25%-4.50% and sticks with its wait-and-see attitude. The current centerpiece holds: the price stability target is at bigger risk than Read more…
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KBC Sunset KBC Sunset Wednesday, June 18, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Of late investors experienced (too) many sessions being forced counting down to one or multiple event risk. Today was one of those. For some of those event risks Read more…
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Sunrise market commentary KBC Sunrise Wednesday, June 18, 2025 Please click here to read the PDF version Market Commentary Markets • Stronger than expected US retail sales in the control group briefly interrupted an outperformance of US Treasuries yesterday. Spending in these selected goods categories feeds into the government’s GDP Read more…
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KBC Sunset KBC Sunset Tuesday, June 17, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US headline retail sales dropped for a second consecutive month. May sales fell by 0.9% M/M while consensus expected a more modest contraction of 0.6%. Seven out of Read more…
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Sunrise market commentary KBC Sunrise Tuesday, June 17, 2025 Please click here to read the PDF version Market Commentary Markets • The situation in the Middle East continues dominating headlines. Israel’s rapid dominance over western Iranian skies lowered chances of an escalation with Iran rumored to be willing to restart Read more…
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KBC Sunset KBC Sunset Monday, June 16, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The military conflict between Israel and Iran adds another layer of uncertainty both to the CB’s assessment as well as in shaping the market reaction function. A soft Read more…
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Sunrise market commentary KBC Sunrise Monday, June 16, 2025 Please click here to read the PDF version Market Commentary Markets • Israeli strikes against Iranian energy facilities dominate headlines this morning and temporary pushed Brent crude prices from $75/b to $78/b, matching last week’s high. Attacks and counterattacks enter their Read more…
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KBC Sunset KBC Sunset Friday, June 13, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Israel’s overnight airstrike on Iran’s nuclear facilities was met by a retaliatory drone attack several hours later. Israel doesn’t appear to backdown though with media around noon reporting Read more…