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KBC Sunset KBC Sunset Wednesday, June 25, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Today’s NATO summit in the Netherlands should have been all about member nations stepping up efforts on defense spending. They effectively agreed to meet the US demand to Read more…
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Sunrise market commentary KBC Sunrise Wednesday, June 25, 2025 Please click here to read the PDF version Market Commentary Markets • The ceasefire in the antinuclear attack of Isreal against Iran triggered a standard relief- risk on rebound. Oil supply not being disrupted in the Strait of Hormuz sent Brent Read more…
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KBC Sunset KBC Sunset Tuesday, June 24, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The ceasefire, although cracking and squeaking, between Israel and Iran spurred a global risk-on move that benefited stock markets in the first place. European equities eke out a Read more…
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Sunrise market commentary KBC Sunrise Tuesday, June 24, 2025 Please click here to read the PDF version Market Commentary Markets • Markets yesterday felt some kind of ‘four seasons in one day experience’ with market themes/focus constantly switching throughout the day. A mild initial reaction after the weekend US air Read more…
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KBC Sunset KBC Sunset Monday, June 23, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Global markets were unable/unwilling to draw firm conclusions from the US joining Israel in attacking Iranian nuclear facilities. The nature/force of the Iranian retaliation now serves as a Read more…
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Sunrise market commentary KBC Sunrise Monday, June 23, 2025 Please click here to read the PDF version Market Commentary Markets • European markets on Friday started with a cautious risk-on bias as US President Trump suggested that it could take up to two weeks for the US to decide whether Read more…
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KBC Sunset KBC Sunset Friday, June 20, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US President Trump’s decision to give diplomacy a chance in the Middle East conflict brought some relief to risky assets. European leaders to that end hold nuclear talks Read more…
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Sunrise market commentary KBC Sunrise Friday, June 20, 2025 Please click here to read the PDF version Market Commentary Markets • Lacking guidance from US markets (closed for Juneteenth) and with hardly any EMU data scheduled for release, the EMU yield curve showed some modest bear steepening (German 2-y unchanged, Read more…
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KBC Sunset KBC Sunset Thursday, June 19, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Market positioning about the near term Bank of England’s policy rate path has been quite volatile over the past months. Going into the May decision, investors expected the Read more…
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Sunrise market commentary KBC Sunrise Thursday, June 19, 2025 Please click here to read the PDF version Market Commentary Markets • The Fed kept its policy rate unchanged yesterday at 4.25%-4.50% and sticks with its wait-and-see attitude. The current centerpiece holds: the price stability target is at bigger risk than Read more…