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Sunrise market commentary KBC Sunrise Monday, July 29, 2024 Please click here to read the PDF version Market Commentary Markets • Core bonds finished higher last Friday. US Treasury yields were unable to build on Thursday’s Q2 GDP intraday rebound. …
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KBC Sunset KBC Sunset Friday, July 26, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets finally took a breather this morning after recent sharp risk-off repositioning especially in equities and interest rates. …
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Sunrise market commentary KBC Sunrise Friday, July 26, 2024 Please click here to read the PDF version Market Commentary Markets • The IT-driven risk-off initially supported a classic safe haven run on core bonds yesterday. German yields at some point …
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KBC Sunset KBC Sunset Thursday, July 25, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Risk off quickly spread from the US yesterday to Asian and later European dealings today. Triggered by AI/tech …
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Sunrise market commentary KBC Sunrise Thursday, July 25, 2024 Please click here to read the PDF version Market Commentary Markets • Market focus yesterday initially was on the PMI releases. Later sentiment turned sharply risk-off even as there was no …
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KBC Sunset KBC Sunset Wednesday, July 24, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Monthly PMI’s were the headline story on global markets. EMU surveys at least were no happy reading. The …
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Sunrise market commentary KBC Sunrise Wednesday, July 24, 2024 Please click here to read the PDF version Market Commentary Markets • In a session with few important data core bonds remained well bid, Bunds outperforming Treasuries. German yields declined between …
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KBC Sunset KBC Sunset Tuesday, July 23, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Another empty daily calendar left investors to their own devices with central bank meetings in Hungary (-25 bps …
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Sunrise market commentary KBC Sunrise Tuesday, July 23, 2024 Please click here to read the PDF version Market Commentary Markets • US President Biden stepping out of the presidential election race dominated press/market headlines yesterday. Still, the direct impact …
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KBC Sunset KBC Sunset Monday, July 22, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Biden’s dropout from the presidential race grabbed most of the headlines today, if only because there was basically …