If you are unable to view this message correctly, click here KBC Sunset September 5, 2025 Please click here to read the PDF version Markets • Today’s long-drawn countdown to the publication of the key US payrolls report was briefly interrupted by the BLS announcing it had difficulties affecting Read more…
If you are unable to view this message correctly, click here KBC Sunrise September 5, 2025 Please click here to read the PDF version Markets • The US services ISM yesterday for August improved from 50.1 to 52, better than the 51 expected. New orders soared to 56 from Read more…
If you are unable to view this message correctly, click here KBC Sunset September 4, 2025 Please click here to read the PDF version Markets • Markets recently pondered the chances of the Fed restarting its easing cycle and tried to find out how fast this process toward a Read more…
If you are unable to view this message correctly, click here KBC Sunrise September 4, 2025 Please click here to read the PDF version Markets • Core bonds entered calmer water after the sharp declines on Tuesday, driven by a spike in fears for unsustainable public finances. UK gilts Read more…
If you are unable to view this message correctly, click here KBC Sunset September 3, 2025 Please click here to read the PDF version Markets Markets • Yesterday’s violent and unexpected selloff at the very long end of global yield curves saw no follow-up action today with the exception Read more…
If you are unable to view this message correctly, click here KBC Sunrise September 3, 2025 Please click here to read the PDF version Markets • Curve steepening was the name of the game yesterday. Higher risk premia (public finances) drove the underperformance at the long end of the Read more…
If you are unable to view this message correctly, click here KBC Sunrise September 3, 2025 Please click here to read the PDF version Markets • Curve steepening was the name of the game yesterday. Higher risk premia (public finances) drove the underperformance at the long end of the Read more…
If you are unable to view this message correctly, click here KBC Sunset September 2, 2025 Please click here to read the PDF version Markets • Traders around the world, including in the US after Labour Day, have swapped their loungers for office chairs and governments were made well Read more…
If you are unable to view this message correctly, click here KBC Sunrise September 2, 2025 Please click here to read the PDF version Markets • The absence of a meaningful economic calendar and US investors (Labour Day) resulted in uninspired trading at the start of the new month. Read more…
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KBC Sunset KBC Sunset Friday, August 29, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The Fed’s preferred inflation measure (PCE deflator) showed no surprises in July. The headline index increased by 0.2% M/M and stabilized at 2.6% Y/Y. The core PCE deflator Read more…