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Sunrise market commentary KBC Sunrise Thursday, November 28, 2024 Please click here to read the PDF version Market Commentary Markets • Multiple US data, including the closely watched PCE deflators, yesterday didn’t stop the recent correction on the Trump-trade. The headline (0.2% M/M and 2.3% Y/Y from 2.2%,) and core Read more…
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KBC Sunset KBC Sunset Wednesday, November 27, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • “I would warn against moving too far, that is into accommodative”. ECB Executive Board member Schnabel broke ranks with the dovish current inside the central bank in place Read more…
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Sunrise market commentary KBC Sunrise Wednesday, November 27, 2024 Please click here to read the PDF version Market Commentary Markets • US President-elect Trump announcing he will raise tariffs on imports from Canada and Mexico by 25% and the levy on China by 10% in the end only had a Read more…
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KBC Sunset KBC Sunset Tuesday, November 26, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • This morning, (Asian) markets were ‘unsettled’ as US president-elect Trump via his ‘Truth’ social network announced additional tariffs on Canada and Mexico (25%) as he assesses they don’t Read more…
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Sunrise market commentary KBC Sunrise Tuesday, November 26, 2024 Please click here to read the PDF version Market Commentary Markets • The rise in US yields and the dollar showed signs of fatigue lately, hardly reacting to positive data. What can’t go up, must come down. Donald Trump picking Scott Read more…
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KBC Sunset KBC Sunset Monday, November 25, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Trump’s pick for the US Treasury Secretary triggered a relief rally in the bond market. Scott Bessent brought a catchy 3-3-3 pitch: reduce the government deficit to 3% Read more…
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Sunrise market commentary KBC Sunrise Monday, November 25, 2024 Please click here to read the PDF version Market Commentary Markets • The PMI’s on Friday again highlighted the divergence in growth and confidence between the US and EMU. The glimmers of hope some optimists saw in the October EMU PMI Read more…
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KBC Sunset KBC Sunset Friday, November 22, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • November EMU PMI’s were one of the final reality checks going into the December 12 policy meeting (and beyond). Last month, there was a glimmer of hope with Read more…
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Sunrise market commentary KBC Sunrise Friday, November 22, 2024 Please click here to read the PDF version Market Commentary Markets • This week’s consolidation pattern on bond markets simply continued yesterday. Lower weekly jobless claims (213k) and a disappointing November Philly Fed Business outlook balanced each other out data wise. Read more…
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KBC Sunset KBC Sunset Thursday, November 21, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • With few data in Europe or the US, markets continued to be haunted by headlines on the war in Ukraine, even as the impact wasn’t unequivocal across markets. Read more…