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Sunrise market commentary KBC Sunrise Wednesday, May 14, 2025 Please click here to read the PDF version Market Commentary Markets • The market rebound after the weekend US-China trade truce was confronted the with yesterday’s US April inflation data. The potentially less negative impact of the trade war on the Read more…
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KBC Sunset KBC Sunset Tuesday, May 13, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The sharp market moves (higher yields, stronger dollar, bullish stocks) on the 90-day US-Sino Chinese trade truce made way for a waiting game today in the run-up to Read more…
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Sunrise market commentary KBC Sunrise Tuesday, May 13, 2025 Please click here to read the PDF version Market Commentary Markets • Substantial progress in the trade negotiations with China this weekend in Switzerland as touted by the US administration triggered an impressive reflationary move of global markets. Both US and Read more…
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KBC Sunset KBC Sunset Monday, May 12, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets are flying high following the “substantial progress” made during the first high-level US-Sino trade talks over the weekend. US Treasury Secretary Bessent, one of the attendees, shortly Read more…
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Sunrise market commentary KBC Sunrise Monday, May 12, 2025 Please click here to read the PDF version Market Commentary Markets • Markets of late gradually faced something what, with some exaggeration, one can label as ‘tentatively reflationary vibes’. For now, hard (US) eco data, despite the post-liberation Day trade escalation Read more…
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KBC Sunset KBC Sunset Friday, May 9, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • There were no important data in the US and in EMU today. This allowed investors to make up their mind on recent and upcoming events. In a weekly Read more…
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Sunrise market commentary KBC Sunrise Friday, May 09, 2025 Please click here to read the PDF version Market Commentary Markets • Today’s thin eco calendar gives the opportunity to reflect on the past week’s events. First and foremost, the Fed extended its policy rate pause and indicated that the needle Read more…
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KBC Sunset KBC Sunset Thursday, May 8, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The Bank of England stuck to its quarterly cutting pace in place since August of last year. They lowered the key policy rate by 25 bps to 4.25% Read more…
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Sunrise market commentary KBC Sunrise Thursday, May 08, 2025 Please click here to read the PDF version Market Commentary Markets • “We think we’re in the right place to wait and see how things evolve” wraps up yesterday’s press conference by Fed Chair Powell. Comments were very similar to the Read more…
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KBC Sunset KBC Sunset Wednesday, May 7, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • For clues for tonight’s FOMC outcome, we grab back to Fed Chair Powell’s speech for the Economic Club of Chicago on April 16, a couple of days before Read more…