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Sunrise market commentary KBC Sunrise Friday, February 21, 2025 Please click here to read the PDF version Market Commentary Markets • Bessent’s interview with Bloomberg offered a welcome distraction in yesterday’s generally dull trading session. The US Treasury Secretary touched on a range of topics, including on the US’ debt Read more…
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KBC Sunset KBC Sunset Thursday, February 20, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US Treasury Secretary Bessent said in an interview with Bloomberg Television that the Treasury team under the previous president had shortened the duration in Treasury sales. While he’s Read more…
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Sunrise market commentary KBC Sunrise Thursday, February 20, 2025 Please click here to read the PDF version Market Commentary Markets Market • German bunds heavily underperformed US Treasuries yesterday. Yields jumped between 4.6 and 6.4 bps in a response to ECB board member Schnabel’s interview with the Financial Times. The Read more…
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KBC Sunset KBC Sunset Wednesday, February 19, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • ECB executive board member Schnabel is the first to suggest that the direction of travel (of monetary policy) is not so clear anymore. She thinks that Frankfurt nears Read more…
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Sunrise market commentary KBC Sunrise Wednesday, February 19, 2025 Please click here to read the PDF version Market Commentary Markets • The first high-level in-person talks between the US and Russia since the 2022 invasion in Riyadh went well according to the parties involved but offered nothing concrete. The talks Read more…
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KBC Sunset KBC Sunset Tuesday, February 18, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The focus of markets (and the international community) was on the talks in Riyadh between Russia and the US to end the war in Ukraine. The two parties Read more…
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Sunrise market commentary KBC Sunrise Tuesday, February 18, 2025 Please click here to read the PDF version Market Commentary Markets • Spotlights were on Europe yesterday. US financial markets were closed for President’s Day while French president Macron summoned a handful of European leaders as well as EC president von Read more…
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KBC Sunset KBC Sunset Monday, February 17, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The hastily arranged summit in Paris by French president Macron stood in the center of attention today. Last week’s string of events, involving US president Trump, his Defense Read more…
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Sunrise market commentary KBC Sunrise Monday, February 17, 2025 Please click here to read the PDF version Market Commentary Markets • Weaker-than-expected US retail sales triggered a rally in Treasuries. Yields declined between 4.1 and 6.2 bps in what was otherwise a dull trading session. German rates still finished marginally Read more…
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KBC Sunset KBC Sunset Friday, February 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Weak January US retail sales triggered a rally in US Treasuries going into the long weekend with US markets closed on Monday in celebration of President’s Day. Headline Read more…