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KBC Sunset KBC Sunset Thursday, August 14, 2025 Daily Market Overview Dear reader, There will be no KBC Sunset on Friday August 15. We resume the publication on Monday, August 18. Click here to read the PDF-version of this report Markets • It’s back to the drawing board. July producer Read more…
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Sunrise market commentary KBC Sunrise Thursday, August 14, 2025 Dear reader, there will be no KBC Economics-Markets report on Friday, August 15. We resume our publications on Monday, August 18. Please click here to read the PDF version Market Commentary Markets • An interview with US Treasury Secretary Bessent got Read more…
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KBC Sunset KBC Sunset Wednesday, August 13, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Today’s empty eco calendar set the stage for media to contemplate on yesterday’s themes. The moderate July inflation report, without clear signs of tariff-related price pressure, Trump’s latest Read more…
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Sunrise market commentary KBC Sunrise Wednesday, August 13, 2025 Please click here to read the PDF version Market Commentary Markets • Monthly headline and core US CPI inflation printed bang in line with expectations at respectively +0.2% M/M and +0.3% M/M yesterday. Annual reading showed a stabilization on the overall Read more…
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KBC Sunset KBC Sunset Tuesday, August 12, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • So far it’s a slow burn, rather than a big bang when it comes to the feared inflationary impact from US President Trump’s trade policy. Monthly headline and Read more…
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Sunrise market commentary KBC Sunrise Tuesday, August 12, 2025 Please click here to read the PDF version Market Commentary Markets • US July inflation numbers lead today’s agenda. Consensus expects headline CPI to rise by 0.2% M/M with annual figure ticking up from 2.7% to 2.8%. Core CPI is estimated Read more…
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KBC Sunset KBC Sunset Friday, August 1, 2025 Daily Market Overview Dear reader, there will be no KBC Sunset from Monday, August 4 until Monday, August 11. We resume the publication Tuesday, August 12. Click here to read the PDF-version of this report Markets • Dubbed “Liberation Day 2.0”, US Read more…
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Sunrise market commentary KBC Sunrise August 1, 2025 Dear reader, There will be no KBC Sunrise from Monday, August 4 until Monday, August 11. We resume the publication on Tuesday, August 12. Please click here to read the PDF version Market Commentary Markets • From economic data to the Fed Read more…
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KBC Sunset KBC Sunset Thursday, July 31, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The three biggest Euro area economies released July inflation numbers today. French prices rose 0.3% m/m to be up a June-matching 0.9% on a yearly basis as energy Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 30, 2025 Please click here to read the PDF version Market Commentary Markets • The Fed’s policy rate stayed at 4.25-4.5% yesterday. It wasn’t a unanimous decision though. Two governors favoured of a 25 bps cut. Waller has repeatedly called for a July Read more…