market commentary

KBC Sunset KBC Sunset Friday, August 22, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Fed chair Powell’s long-awaited speech in Jackson Hole highlights that the balance of risks between the Fed’s price stability and maximum employment goals appears to be shifting. With Read more…

Sunrise market commentary KBC Sunrise Friday, August 22, 2025 Please click here to read the PDF version Market Commentary Markets •          With markets counting down to Jackson Hole, US data yesterday didn’t provide much need for Fed Chair Powell to commit to any aggressive further policy easing already at this Read more…

KBC Sunset KBC Sunset Thursday, August 21, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The HCOB flash Eurozone PMI’s provided a guarded, but after all constructive picture as the economy navigates a new era post the EU-US trade deal. The output composite Read more…

Sunrise market commentary KBC Sunrise Thursday, August 21, 2025 Please click here to read the PDF version Market Commentary Markets •          Markets remained mired in mostly technical, order-driven trading yesterday. On equity markets, Tuesday’s ‘rotation’ out of some US tech-related stocks to some extent continued (Nasdaq -0.63%, Dow +0.04%, Eurostoxx Read more…

KBC Sunset KBC Sunset Wednesday, August 20, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The waiting game continues today in anticipation of PMI business surveys tomorrow and especially Fed Chair Powell’s speech in Jackson Hole on Friday. Core bonds are marginally better Read more…

Sunrise market commentary KBC Sunrise Wednesday, August 20, 2025 Please click here to read the PDF version Market Commentary Markets •          Markets initially looked on track for yet another session of summertime technical trading yesterday, counting down to Friday’s Jackson Hole address of Fed Chair Powell. European equities outperformed (EuroStoxx Read more…

KBC Sunset KBC Sunset Tuesday, August 19, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          This morning’s mediocre Japanese 20-y government bond auction and yesterday’s meeting in the White House on Ukraine were potential drivers for any directional market action today. Quod non. Read more…

Sunrise market commentary KBC Sunrise Tuesday, August 19, 2025 Please click here to read the PDF version Market Commentary Markets •          Most markets started the week with rangebound technical trading after last week’s up-tick in global yields. Eco data were confined to further declining confidence of the Association of US Read more…

KBC Sunset KBC Sunset Monday, August 18, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Friday’s European bear steepening trend took a breather today. Changes on the German yield curve range between -1 bp (2-yr) and -2.7 bps (30-yr). The German 30-yr yield Read more…

Sunrise market commentary KBC Sunrise Monday, August 18, 2025 Please click here to read the PDF version Market Commentary Markets •          US data on Thursday and Friday dampened hopes for the Fed to turn to more neutral policy conditions already at the mid-September policy meeting. After an unexpected acceleration in Read more…