macro economics

Sunrise market commentary KBC Sunrise Monday, December 9, 2024 Please click here to read the PDF version Market Commentary Markets •          US November payrolls cemented the case for a 25 bps rate cut by the Fed. That scenario wasn’t completely discounted (70%) ahead of the numbers. While headline payrolls growth Read more…

KBC Sunset KBC Sunset Friday, December 6, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •             In the absence of important eco data and no new market moving political developments (in France or elsewhere), European market enjoyed a brief pauze after recent swings. European Read more…

Sunrise market commentary KBC Sunrise Friday, December 6, 2024 Please click here to read the PDF version Market Commentary Markets Rassemblement National’s Le Pen in interview with Bloomberg caused a sigh of relief across markets. After supporting the motion of no confidence that brought down the Barnier government, she’s opened Read more…

KBC Sunset KBC Sunset Thursday, December 5, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Very few market-moving data in the US and EMU today. US markets are counting down to tomorrow’s US payrolls. This report, together with the US November CPI data Read more…

Sunrise market commentary KBC Sunrise Thursday, December 5, 2024 Please click here to read the PDF version Market Commentary Markets •          Barnier turned out to be France’s shortest-serving prime minister since the establishment of the Fifth Republic in 1958. After only 90 days in his tenure – still double UK Read more…

KBC Sunset KBC Sunset Wednesday, December 4, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Bank of England governor Bailey, ECB president Lagarde and Fed chair Powell today all grab(bed) their final occasion to guide market expectations going into final policy meetings of Read more…

Sunrise market commentary KBC Sunrise Wednesday, December 4, 2024 Please click here to read the PDF version Market Commentary Markets •          Yesterday’s shock decision by South Korean president Yoon of the conservative People Power Party to declare martial law spiced up an otherwise uneventful trading session. Yoon backtracked after parliament Read more…

KBC Sunset KBC Sunset Tuesday, December 3, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          A typical in-between trading day ahead of major eco releases and central bank speeches got shaken up by news coming from South Korea. SK president Yoon declared an Read more…

Sunrise market commentary KBC Sunrise Tuesday, December 3, 2024 Please click here to read the PDF version Market Commentary Markets •          EUR/USD was among the worst cross rate performers yesterday. The currency pair dropped as low as 1.046, down from 1.058 at the open. French politics beat the common currency Read more…

KBC Sunset KBC Sunset Monday, December 2, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Outright divergence again reigns between US and European markets as US investors return from the Thanksgiving/Black Friday ‘long weekend’. Political/budgetary developments in France continue to set the tone Read more…