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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…
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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…
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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…
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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…
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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…
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KBC Sunset KBC Sunset Monday, August 25, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Core bond yields recovered several basis points from Fed chair Powell’s drop shot in his Jackson Hole appearance last Friday. The Fed’s ready to pivot back into rate Read more…
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Sunrise market commentary KBC Sunrise Monday, August 25, 2025 Please click here to read the PDF version Market Commentary Markets • Fed chair Powell ignited a bond and stock market rally last Friday by saying in his key Jackson Hole speech that downside risks to employment are rising. “With policy Read more…
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KBC Sunset KBC Sunset Friday, August 22, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Fed chair Powell’s long-awaited speech in Jackson Hole highlights that the balance of risks between the Fed’s price stability and maximum employment goals appears to be shifting. With Read more…
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Sunrise market commentary KBC Sunrise Friday, August 22, 2025 Please click here to read the PDF version Market Commentary Markets • With markets counting down to Jackson Hole, US data yesterday didn’t provide much need for Fed Chair Powell to commit to any aggressive further policy easing already at this Read more…
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KBC Sunset KBC Sunset Thursday, August 21, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The HCOB flash Eurozone PMI’s provided a guarded, but after all constructive picture as the economy navigates a new era post the EU-US trade deal. The output composite Read more…