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Sunrise market commentary KBC Sunrise Monday, October 14, 2024 Please click here to read the PDF version Market Commentary Markets • The US yield curve finished last week with a little steepening. Net daily changes varied between -0.2 bps (2-yr) …
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KBC Sunset KBC Sunset Friday, October 11, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • It’s more of the same today in absence of big events. Slightly below-consensus US PPI data only very …
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Sunrise market commentary KBC Sunrise Friday, October 11, 2024 Please click here to read the PDF version Market Commentary Markets • US September inflation printed hotter than expected and contained some important hawkish details such as rising food prices and …
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KBC Sunset KBC Sunset Thursday, October 10, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Data dependency = volatility. Today was a textbook example. The US economic agenda featured September CPI figures and …
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Sunrise market commentary KBC Sunrise Thursday, October 10, 2024 Please click here to read the PDF version Market Commentary Markets • Yesterday’s risk-on sentiment, Fed comments and the release of the Minutes of the Fed September meeting all contributed to …
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KBC Sunset KBC Sunset Wednesday, October 9, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets The announcement that Chinese Finance Minister Lan Fo’an will hold a briefing on fiscal policy on Saturday to shore …
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Sunrise market commentary KBC Sunrise Wednesday, October 09, 2024 Please click here to read the PDF version Market Commentary Markets • The post payrolls rise in US yields and by extension in yields on other core markets yesterday shifted into …
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KBC Sunset KBC Sunset Tuesday, October 8, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • It look that a rather guarded reaction of Chinese investors this morning to recently announced stimulus would set …
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Sunrise market commentary KBC Sunrise Tuesday, October 08, 2024 Please click here to read the PDF version Market Commentary Markets • Investors yesterday continued to adapt positions in the wake of Friday’s impressive payrolls beat. The Fed recently indicated that …
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KBC Sunset KBC Sunset Monday, October 7, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Friday’s blow-out payrolls still echoed through markets at the start of the new week. Core bond yields add …