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Sunrise market commentary KBC Sunrise Wednesday, January 8, 2025 Please click here to read the PDF version Market Commentary Markets • Core bond yields extended their December surge with the long end once again taking the lead. A strong first batch of US economic data did the trick. November JOLTS Read more…
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Sunrise market commentary KBC Sunrise Tuesday, January 7, 2025 Please click here to read the PDF version Market Commentary Markets • Trump’s (trade) policy ruffled markets yesterday, underscoring the importance of politics under a second term of the former POTUS. The Washington Post citing three people familiar with the matter Read more…
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KBC Sunset KBC Sunset Monday, January 6, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US and EMU yields initially maintained the post-Fed upward bias that still reigned during the first 2025 trading sessions last week. However especially US LT yields are closing Read more…
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Sunrise market commentary KBC Sunrise Monday, January 6, 2025 Please click here to read the PDF version Market Commentary Markets • The dollar was talk of the town during the holiday period. We expect the greenback to remain in the center of attention in the run-up to president-elect Trump’s inauguration Read more…
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KBC Sunset KBC Sunset Friday, December 20, 2024 Dear reader, The next KBC Sunset will be published on Monday, January 6. Happy holidays! KBC Economics – Markets Daily Market Overview Click here to read the PDF-version of this report Markets A looming US government shutdown starting as soon as tonight Read more…
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Sunrise market commentary KBC Sunrise Friday, December 20, 2024 Dear reader, The next KBC Sunrise will be published on Monday, January 6. Happy holidays! KBC Economics – Markets Please click here to read the PDF version Market Commentary Markets • Front end US yields returned a few bps of the Read more…
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KBC Sunset KBC Sunset Thursday, December 19, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Yesterday’s hawkish FOMC cut still resonated today. The front end of the curve outperformed slightly after US money markets even outhawked the Fed, looking to only 1 instead Read more…
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Sunrise market commentary KBC Sunrise Thursday, December 19, 2024 Please click here to read the PDF version Market Commentary Markets • The Fed lowered policy rates yesterday from 4.5%-4.75% to 4.25-4.5%, a level chair Powell said is still “meaningfully restrictive”. The decision was expected but not unanimous. Cleveland Fed Hammack Read more…
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KBC Sunset KBC Sunset Wednesday, December 18, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • When (core) markets barely move the way they do today it’s because there’s little news or important events are looming. It’s both in this case. An empty economic Read more…
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Sunrise market commentary KBC Sunrise Wednesday, December 18, 2024 Please click here to read the PDF version Market Commentary Markets • Retail sales for November were solid on face value though the details offered a more balanced picture. That was enough to cap the intraday rise in US yields. Net Read more…