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KBC Sunset KBC Sunset Thursday, June 12, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • One way to put it is saying that you are prepared to roll the date forward for countries/blocs which are negotiating in good faith. US Treasury Secretary Bessent Read more…
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Sunrise market commentary KBC Sunrise Thursday, June 12, 2025 Please click here to read the PDF version Market Commentary Markets • Slightly lower-than-expected US inflation (May) and a decent $39bn 10-yr auction yesterday caused UST outperformance over Bunds. Yields dropped between 1 and 7.2 bps in a bull steepening move. Read more…
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KBC Sunset KBC Sunset Wednesday, June 11, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The framework deal agreed between the US and China overnight didn’t trigger an outsized market reaction. It is seen as confirming the trade truce reached in Geneva last Read more…
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Sunrise market commentary KBC Sunrise Wednesday, June 11, 2025 Please click here to read the PDF version Market Commentary Markets • The US and China agreed to restore the Geneva trade truce after a two-day trade talk marathon in London. Both sides accused each other of violating the terms in Read more…
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KBC Sunset KBC Sunset Tuesday, June 10, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets Trade talks between the US and China entered their second day in London. The presence of US Treasury Secretary Bessent, commerce secretary Lutnick, trade representative Greer and Chinese Vice Read more…
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Sunrise market commentary KBC Sunrise Tuesday, June 10, 2025 Please click here to read the PDF version Market Commentary Markets • US yields gave up a couple of basis points from Friday’s surge yesterday in choppy trading. The move end last week was inspired by the May payrolls report not Read more…
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KBC Sunset KBC Sunset Friday, June 6, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The May US payrolls report wrapped up a week of overall disappointing economic data. US JOLTS (job openings) were the proverbial exception to the rule. Monday’s manufacturing ISM Read more…
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Sunrise market commentary KBC Sunrise Friday, June 6, 2025 Please click here to read the PDF version Market Commentary Markets • As expected, the ECB cut its depo rate by another 25 bps to 2.0%. More than ever, the question for markets was what to expect next. Admittedly subject to Read more…
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KBC Sunset KBC Sunset Thursday, June 5, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The ECB delivered as expected its eighth 25 bps rate cut to 2%. One member (most likely Holzmann) voted to skip. ECB chair Lagarde avoided a question whether Read more…
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Sunrise market commentary KBC Sunrise Thursday, June 5, 2025 Please click here to read the PDF version Market Commentary Markets • Markets and Fed governors are still in the process of navigating the implications of the ‘stagflationary dichotomy’ for policy going forward. Fed’s Kashkari in an interview held the line Read more…