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Sunrise market commentary KBC Sunrise Thursday, June 5, 2025 Please click here to read the PDF version Market Commentary Markets • Markets and Fed governors are still in the process of navigating the implications of the ‘stagflationary dichotomy’ for policy going forward. Fed’s Kashkari in an interview held the line Read more…
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KBC Sunset KBC Sunset Wednesday, June 4, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The award for fastest analysis of today’s ADP employment report goes to… US President Trump. “ADP NUMBER OUT!!! “Too Late” Powell must now LOWER THE RATE. He is Read more…
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Sunrise market commentary KBC Sunrise Wednesday, June 4, 2025 Please click here to read the PDF version Market Commentary Markets • Strong JOLTS data kicked of the US economic calendar yesterday. Job openings in April unexpectedly rose from an upwardly revised 7.2 mln to just shy of 7.4 mln. The Read more…
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KBC Sunset KBC Sunset Tuesday, June 3, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European inflation numbers offered the proverbial “go” for Thursday’s ECB rate cut. Prices flatlined in May with both the headline and core (ex. food and energy prices) index Read more…
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Sunrise market commentary KBC Sunrise Tuesday, June 03, 2025 Please click here to read the PDF version Market Commentary Markets • Markets clearly struggled to find a coherent directional storyline yesterday. A new layer of trade uncertainty (US potentially raising steel tariffs to 50%, mutual US-China accusations of not meeting Read more…
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KBC Sunset KBC Sunset Wednesday, May 28, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets Investor reluctance towards US assets still proves the path of least resistance, as US president Trump warned on higher tariffs for steel (and aluminum) and as US-China trade talks Read more…
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Sunrise market commentary KBC Sunrise Monday, June 02, 2025 Please click here to read the PDF version Market Commentary Markets • ‘Trade noise’ is moving again to the fore, further complicating any eco-driven market reaction function. Soft US data (US Q1 GDP was upwardly revised to -0.2% Q/Qa, but with Read more…
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KBC Sunset KBC Sunset Wednesday, May 28, 2025 Daily Market Overview Click here to read the PDF-version of this report Dear reader, There will be no KBC Sunset on Thursday, May 29 and Friday, May 30. We resume the publication on Monday, June 2. Markets • After a bullish correction Read more…
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Sunrise market commentary KBC Sunrise Wednesday, May 28, 2025 Please click here to read the PDF version Market Commentary Markets • US investors were in a good mood as they returned from the long Memorial Day weekend. US Treasury Secretary Bessent floated the prospect of some big (Asian) trade deals Read more…
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KBC Sunset KBC Sunset Tuesday, May 27, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • ECB’s Lagarde made a strong case yesterday when promoting a bigger, international role for the euro while that of the US dollar is gradually waning. Her long-term call Read more…