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Sunrise market commentary KBC Sunrise Tuesday, July 22, 2025 Please click here to read the PDF version Market Commentary Markets • In a session devoid important data, global yield curves bull flattened yesterday. The move probably was due to technical considerations alongside lingering uncertainty on the outcome of trade negotiations Read more…
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KBC Sunset KBC Sunset Friday, July 18, 2025 Daily Market Overview Dear reader, there will be no KBC Markets-Economics reports on Monday, July 21. We resume our publications on Tuesday, July 22. Click here to read the PDF-version of this report Markets • The US dollar is bearing the brunt Read more…
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Sunrise market commentary KBC Sunrise Friday, July 18, 2025 Please click here to read the PDF version Market Commentary Markets • The latest batch of US eco data and the absence of destabilizing headlines from the US president helped the S&P 500 (+0.54%) and Nasdaq (+0.75%) to new all-time closing Read more…
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KBC Sunset KBC Sunset Thursday, July 17, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • (Equity) markets of late showed remarkable resilience to multiple sources of (potential) risk. Those risks were supposed to remain risks that in the end won’t materialize. This attitude Read more…
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Sunrise market commentary KBC Sunrise Thursday, July 17, 2025 Please click here to read the PDF version Market Commentary Markets • US President Trump sorted the problem of a dull eco calendar yesterday. Fed Chair Powell is the thorn in the US President’s side. And while he still claims it Read more…
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KBC Sunset KBC Sunset Wednesday, July 16, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US PPI inflation was on tap today. All three gauges stagnated last month, printing flat on a monthly basis and missing a 0.2% estimate. That led to a Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 16, 2025 Please click here to read the PDF version Market Commentary Markets • The devil of yesterday’s June US CPI inflation report was in the details. Headline and core CPI rose by 0.3% M/M and 0.2% M/M respectively to be up 2.7% Read more…
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KBC Sunset KBC Sunset Tuesday, July 15, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • This morning, it initially looked that risk premia at the ultra-long end of the yield curve could remain the focus for markets. The Japanese 10-y yield tested the Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 15, 2025 Please click here to read the PDF version Market Commentary Markets • The US 30-yr yield was a whisker away from touching the psychological 5% mark yesterday as Friday’s tariff-driven sell-off in US Treasuries slowed. Still the US yield curve showed Read more…
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KBC Sunset KBC Sunset Monday, July 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The start of the new week was a copy-paste of last week’s. A surge in long-term Japanese bond yields weighed on other core bonds too. Japan’s 30-yr yield Read more…