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KBC Sunset KBC Sunset Thursday, March 6, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The ECB cut its policy rate as expected by 25 bps with the deposit rate hitting 2.5%. The decision wasn’t unanimous, but there was no opposition neither. Hawkish Read more…
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Sunrise market commentary KBC Sunrise Thursday, March 6, 2025 Please click here to read the PDF version Market Commentary Markets • German chancellor-to-be Merz’s fiscal whatever it takes triggered the biggest one-day move in the German 10-yr yield (+29.8 bps) since the reunification in 1990. It tells you something about Read more…
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KBC Sunset KBC Sunset Wednesday, March 5, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • “Whatever it takes.” These words by former ECB president Draghi in July 2012 are widely considered the turnaround in the sovereign debt crisis that had the euro (area) Read more…
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Sunrise market commentary KBC Sunrise Wednesday, March 5, 2025 Please click here to read the PDF version Market Commentary Markets • German Chancellor-to-be Merz vowed to do “whatever it takes” to fend off threats to freedom and peace in Europe. In a reference to ECB Draghi’s 2012 speech that turned Read more…
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KBC Sunset KBC Sunset Tuesday, March 4, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • There’s little left from yesterday’s (European) stock market optimism. US President Trump personally pulled the EuroStoxx50 off an all-time high by pausing all US military aid to Ukraine Read more…
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Sunrise market commentary KBC Sunrise Tuesday, March 4, 2025 Please click here to read the PDF version Market Commentary Markets • Not often was the different trading direction between US and European assets that outspoken as yesterday. Key European stock markets closed more than 1% higher with the Dax (+2.64%) Read more…
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KBC Sunset KBC Sunset Monday, March 3, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Higher-than-expected European inflation numbers and more rumours on fast and huge fiscal spending in Europe weighed on European bonds with curves bear steepening. February inflation rose by 0.5% Read more…
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Sunrise market commentary KBC Sunrise Monday, March 3, 2025 Please click here to read the PDF version Market Commentary Markets • Event risk looms large this week as narratives unfold at similar levels. We therefore continue to err on the side of caution, favoring traditional haven assets. First, there’s the Read more…
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KBC Sunset KBC Sunset Friday, February 28, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • President Trump seriously shook up a growth-focused market with some renewed tariffs threats. A nasty equity sell-off, compounded by tech heavyweight Nvidia, ended up in declines of almost Read more…
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Sunrise market commentary KBC Sunrise Friday, February 28, 2025 Please click here to read the PDF version Market Commentary Markets • The stars aligned for a significant risk-off correction yesterday. First and foremost, the market narrative changed since the end of last week with investors attaching a higher probability to Read more…