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Sunrise market commentary KBC Sunrise Thursday, March 13, 2025 Please click here to read the PDF version Market Commentary Markets • Markets yesterday saw the glass half full rather than half empty but for now its too early to draw any conclusion on a tentative bottoming out-process in (US) yields Read more…
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KBC Sunset KBC Sunset Wednesday, March 12, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Risk sentiment improved today as markets welcomed the US-brokered Ukrainian backing of 30-day full truce along the entire frontline even as the US still needs to convince Russia Read more…
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Sunrise market commentary KBC Sunrise Wednesday, March 12, 2025 Please click here to read the PDF version Market Commentary Markets • Markets recently were haunted by multiple, often contradictory story lines ranging from the potential impact of US tariffs on growth and inflation inside and outside the US, the impact Read more…
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KBC Sunset KBC Sunset Tuesday, March 11, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Bunds continued their underperformance vs US Treasuries as well as against swap. German rates add another 4 bps in a bear steepening move that’s still the result of Read more…
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Sunrise market commentary KBC Sunrise Tuesday, March 11, 2025 Please click here to read the PDF version Market Commentary Markets • There were hardly any (US) data with market moving potential yesterday. If anything, the NY Fed 1-year inflation gauge again drifted marginally higher (3.13%). US officials, including Donald Read more…
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KBC Sunset KBC Sunset Monday, March 10, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Odds this morning were for markets to take a slow start to the new trading week after last week’s sharp (divergent) repositioning on both sides of the Atlantic. Read more…
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Sunrise market commentary KBC Sunrise Monday, March 10, 2025 Please click here to read the PDF version Market Commentary Markets • US payrolls were decent across the board but missed the bar by a slight margin. It triggered only a minor kneejerk upleg in US Treasuries, suggesting some fatigue creeping Read more…
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KBC Sunset KBC Sunset Friday, March 7, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US February payrolls and Chair Powell’s after-European-close speech wrap up a hectic week. The former showed US employment growing by 151k, more or less in line with the Read more…
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Sunrise market commentary KBC Sunrise Friday, March 7, 2025 Please click here to read the PDF version Market Commentary Markets • Main action on the German/European yield curve remained centered at the long end of the curve in the wake of Germany fiscal “whatever it takes”. German yields added up Read more…
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KBC Sunset KBC Sunset Thursday, March 6, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The ECB cut its policy rate as expected by 25 bps with the deposit rate hitting 2.5%. The decision wasn’t unanimous, but there was no opposition neither. Hawkish Read more…