market commentary

KBC Sunset KBC Sunset Wednesday, January 22, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Stock markets took central stage today. Netflix record-breaking earnings and US president Trump’s massive AI infrastructure project (“Stargate”, planning to spend $100bn on Big Tech infrastructure projects, with Read more…

Sunrise market commentary KBC Sunrise Wednesday, January 22, 2025 Please click here to read the PDF version Market Commentary Markets •          The first two days of the Trump administration as expected brought an avalanche of executive orders and new initiatives to mark a seizure wit the policy from his predecessor. Read more…

KBC Sunset KBC Sunset Tuesday, January 21, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          All eyes are on the US dollar today. Yesterday’s sigh of relief by currencies ex-USD already went in reverse. President Trump didn’t go full-on tariff mode on day Read more…

Sunrise market commentary KBC Sunrise Tuesday, January 21, 2025 Please click here to read the PDF version Market Commentary Markets •          The first reaction after the start the Trump presidency, confirmed that markets have to cope with more elevated volatility as the new US administration is putting its new policy Read more…

KBC Sunset KBC Sunset Monday, January 20, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Markets today ‘enjoyed’ some final calm before the expected storm. US markets are closed for Martin Luther King Day, given investors an additional day to reassess their strategy Read more…

Sunrise market commentary KBC Sunrise Monday, January 20, 2025 Please click here to read the PDF version Market Commentary Markets •          The correction in US yields that started on (marginally) softer than expected US CPI data and comments from Fed Waller finally met first support on Friday as markets returned Read more…

KBC Sunset KBC Sunset Friday, January 17, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          European equities are on track to end the week with a bang. The EuroStoxx50 had an excellent week, shrugging off a weak start to finish around 5% higher Read more…

Sunrise market commentary KBC Sunrise Friday, January 17, 2025 Please click here to read the PDF version Market Commentary Markets •          All eyes were on December US retail sales yesterday, but a CNBC interview with Fed governor Waller turned out to be the key market-moving event. The hawk-turned-dove copied tactics Read more…

KBC Sunset KBC Sunset Thursday, January 16, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Marginally softer than expected US CPI yesterday caused markets to leave a bond short-positioning that had been built since early December. The release also muted a developing market Read more…