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Sunrise market commentary KBC Sunrise Monday, December 2, 2024 Please click here to read the PDF version Market Commentary Markets • The front end of the European yield curve outperformed going into the weekend. Rates dropped almost 5 bps in the 2-yr German tenor, enough to lose the symbolical 2% Read more…
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KBC Sunset KBC Sunset Friday, November 29, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • An empty US calendar allowed US investors to focus on Black Friday shopping rather than on markets. Still, the data-idle Thanksgiving/Black Friday combo didn’t halt the correction on Read more…
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Sunrise market commentary KBC Sunrise Friday, November 29, 2024 Please click here to read the PDF version Market Commentary Markets • US markets were closed for Thanksgiving yesterday, leaving European markets looking for their own dynamics. National inflation data from Germany (HICP -0.7% M/M and 2.4% Y/Y; unchanged October) and Read more…
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KBC Sunset KBC Sunset Thursday, November 28, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • US markets are closed for Thanksgiving so the focus turned to Europe instead. Inflation prints were due in Belgium, Spain and Germany ahead of tomorrow’s EMU figure. Spanish Read more…
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Sunrise market commentary KBC Sunrise Thursday, November 28, 2024 Please click here to read the PDF version Market Commentary Markets • Multiple US data, including the closely watched PCE deflators, yesterday didn’t stop the recent correction on the Trump-trade. The headline (0.2% M/M and 2.3% Y/Y from 2.2%,) and core Read more…
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KBC Sunset KBC Sunset Wednesday, November 27, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • “I would warn against moving too far, that is into accommodative”. ECB Executive Board member Schnabel broke ranks with the dovish current inside the central bank in place Read more…
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Sunrise market commentary KBC Sunrise Wednesday, November 27, 2024 Please click here to read the PDF version Market Commentary Markets • US President-elect Trump announcing he will raise tariffs on imports from Canada and Mexico by 25% and the levy on China by 10% in the end only had a Read more…
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KBC Sunset KBC Sunset Tuesday, November 26, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • This morning, (Asian) markets were ‘unsettled’ as US president-elect Trump via his ‘Truth’ social network announced additional tariffs on Canada and Mexico (25%) as he assesses they don’t Read more…
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Sunrise market commentary KBC Sunrise Tuesday, November 26, 2024 Please click here to read the PDF version Market Commentary Markets • The rise in US yields and the dollar showed signs of fatigue lately, hardly reacting to positive data. What can’t go up, must come down. Donald Trump picking Scott Read more…
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KBC Sunset KBC Sunset Monday, November 25, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Trump’s pick for the US Treasury Secretary triggered a relief rally in the bond market. Scott Bessent brought a catchy 3-3-3 pitch: reduce the government deficit to 3% Read more…