macro economics

If you are unable to view this message correctly, click here KBC Sunset September 2, 2025 Please click here to read the PDF version   Markets •          Traders around the world, including in the US after Labour Day, have swapped their loungers for office chairs and governments were made well Read more…

KBC Sunset KBC Sunset Friday, August 29, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The Fed’s preferred inflation measure (PCE deflator) showed no surprises in July. The headline index increased by 0.2% M/M and stabilized at 2.6% Y/Y. The core PCE deflator Read more…

Sunrise market commentary KBC Sunrise Friday, August 29, 2025 Please click here to read the PDF version Market Commentary Markets •          Markets turn somewhat more complacent over US political developments. They take a wait-and-see approach with Fed governor Cook yesterday suing US President Trump calling his move to fire her Read more…

KBC Sunset KBC Sunset Thursday, August 2, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Over the previous days, political topics drove premia on interest rate markets. US president Trump challenging Fed independence as he tries to fire Board Member Lisa Cook, raised Read more…

Sunrise market commentary KBC Sunrise Thursday, August 28, 2025 Please click here to read the PDF version Market Commentary Markets •          Markets continued digesting this week’s mainly political event risk coming from the US and France. The US yield curve bull steepened with yields around 5 bps lower at the Read more…

KBC Sunset KBC Sunset Wednesday, August 27, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          French yields remained at the center of attention. Since prime minister Bayrou called a budget-related confidence vote for September 8, OATs have underperformed not only vs. Bund & Read more…

Sunrise market commentary KBC Sunrise Wednesday, August 27, 2025 Please click here to read the PDF version Market Commentary Markets •          US President Trump’s unprecedented attack against the US Federal Reserve is heading for court. On Monday, he removed Fed governor Cook effective immediate for cause (related to mortgage fraud Read more…

KBC Sunset KBC Sunset Tuesday, August 26, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          One day after calling a no-confidence vote (September 8) in his government, the dies for French PM Bayrou have already been cast. All main opposition parties (stretching from Read more…

Sunrise market commentary KBC Sunrise Tuesday, August 26, 2025 Please click here to read the PDF version Market Commentary Markets •          The single currency’s short-term fortunes took a dramatic turn yesterday following a surprise announcement by French PM Bayrou. He asked back French parliament by September 8 instead of October Read more…