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Sunrise market commentary KBC Sunrise Monday, January 20, 2025 Please click here to read the PDF version Market Commentary Markets • The correction in US yields that started on (marginally) softer than expected US CPI data and comments from Fed Waller finally met first support on Friday as markets returned Read more…
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KBC Sunset KBC Sunset Friday, January 17, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European equities are on track to end the week with a bang. The EuroStoxx50 had an excellent week, shrugging off a weak start to finish around 5% higher Read more…
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Sunrise market commentary KBC Sunrise Friday, January 17, 2025 Please click here to read the PDF version Market Commentary Markets • All eyes were on December US retail sales yesterday, but a CNBC interview with Fed governor Waller turned out to be the key market-moving event. The hawk-turned-dove copied tactics Read more…
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KBC Sunset KBC Sunset Thursday, January 16, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Marginally softer than expected US CPI yesterday caused markets to leave a bond short-positioning that had been built since early December. The release also muted a developing market Read more…
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Sunrise market commentary KBC Sunrise Thursday, January 16, 2025 Please click here to read the PDF version Market Commentary Markets • US December CPI numbers avoided a feared acceleration and triggered a cross-asset relief move. The big reaction was more about repositioning rather than the actual data. Headline CPI (0.4% Read more…
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KBC Sunset KBC Sunset Wednesday, January 15, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • A minor downward surprise in the December US inflation report triggered an outsized market rally. It’s testament to current stretched market positioning rather than to really softening price Read more…
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Sunrise market commentary KBC Sunrise Wednesday, January 15, 2025 Please click here to read the PDF version Market Commentary Markets • US president-elect Trump so far didn’t push back against rumours that any possible tariffs would be gradually installed. European stock markets lost some intraday momentum but still managed a Read more…
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KBC Sunset KBC Sunset Tuesday, January 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Yesterday’s Bloomberg story brought some relief to markets. The news company citing people familiar reported that president-elect Trump’s team is working on a phased introduction of import tariffs. Read more…
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Sunrise market commentary KBC Sunrise Tuesday, January 14, 2025 Please click here to read the PDF version Market Commentary Markets • Friday’s stellar payrolls and possible consequences for the direction of future US (and global) monetary policy continued to set the tone at the start of this trading week amid Read more…
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KBC Sunset KBC Sunset Monday, January 13, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Strong US payrolls published on Friday continued to dominate sentiment for global trading. The report confirmed Fed’s ‘guidance’ since the December meeting that it has plenty of room Read more…