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KBC Sunset KBC Sunset Monday, January 20, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets today ‘enjoyed’ some final calm before the expected storm. US markets are closed for Martin Luther King …
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Sunrise market commentary KBC Sunrise Monday, January 20, 2025 Please click here to read the PDF version Market Commentary Markets • The correction in US yields that started on (marginally) softer than expected US CPI data and comments from Fed …
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KBC Sunset KBC Sunset Friday, January 17, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European equities are on track to end the week with a bang. The EuroStoxx50 had an excellent week, …
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Sunrise market commentary KBC Sunrise Friday, January 17, 2025 Please click here to read the PDF version Market Commentary Markets • All eyes were on December US retail sales yesterday, but a CNBC interview with Fed governor Waller turned out …
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KBC Sunset KBC Sunset Thursday, January 16, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Marginally softer than expected US CPI yesterday caused markets to leave a bond short-positioning that had been built …
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Sunrise market commentary KBC Sunrise Thursday, January 16, 2025 Please click here to read the PDF version Market Commentary Markets • US December CPI numbers avoided a feared acceleration and triggered a cross-asset relief move. The big reaction was more …
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KBC Sunset KBC Sunset Wednesday, January 15, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • A minor downward surprise in the December US inflation report triggered an outsized market rally. It’s testament to …
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Sunrise market commentary KBC Sunrise Wednesday, January 15, 2025 Please click here to read the PDF version Market Commentary Markets • US president-elect Trump so far didn’t push back against rumours that any possible tariffs would be gradually installed. European …
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KBC Sunset KBC Sunset Tuesday, January 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Yesterday’s Bloomberg story brought some relief to markets. The news company citing people familiar reported that president-elect Trump’s …
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Sunrise market commentary KBC Sunrise Tuesday, January 14, 2025 Please click here to read the PDF version Market Commentary Markets • Friday’s stellar payrolls and possible consequences for the direction of future US (and global) monetary policy continued to set …