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Sunrise market commentary KBC Sunrise Wednesday March 26, 2025 Please click here to read the PDF version Market Commentary Markets • After a rather clear, straightforward narrative earlier this month including a presumed European reflation and at the same time risks for the US to slip into stagflation dynamics, global Read more…
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KBC Sunset KBC Sunset Tuesday, March 25, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European stocks hesitated yesterday to join Wall Street up to 2% higher but they catch a nice bid today. Equities in the region rise around 1% in what Read more…
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Sunrise market commentary KBC Sunrise Tuesday, March 25, 2025 Please click here to read the PDF version Market Commentary Markets • US markets yesterday enjoyed an eye-catching ‘risk-on rebound' with higher equities, higher yields and a stronger dollar. Europe this time lagged the move in the US. Headlines of US Read more…
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KBC Sunset KBC Sunset Monday, March 24, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets Markets • European PMIs offered a first glimpse of the impact on the German-European defense initiative on business. So far, though, the huge government spending announcements only lifted the Read more…
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Sunrise market commentary KBC Sunrise Monday, March 24, 2025 Please click here to read the PDF version Market Commentary Markets • US and European bond markets on Friday were captured in technical trading, pondering the recent repositioning. US yields mid last week corrected lower after Fed Chair Powell tried to Read more…
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KBC Sunset KBC Sunset Friday, March 21, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets build on recent momentum today in absence of eco data of any significance on both sides of the Atlantic. European stock markets correct a second session straight Read more…
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Sunrise market commentary KBC Sunrise Friday, March 21, 2025 Please click here to read the PDF version Market Commentary Markets • European markets unlike their US counterpart had a pessimistic view on the Fed’s policy decision. While the latter took comfort from chair Powell’s reassuring message during the presser, the Read more…
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KBC Sunset KBC Sunset Thursday, March 20, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • European markets took a different, more pessimistic view on yesterday’s Fed policy meeting compared to the US. They appear to have more attention to the (stagflationary) risks in Read more…
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Sunrise market commentary KBC Sunrise Thursday, March 20, 2025 Please click here to read the PDF version Market Commentary Markets • The Fed’s policy rate was left unchanged at the March meeting yesterday (4.25-4.5%). The decision was a unanimous one. It was accompanied with a slower pace in QT with Read more…
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KBC Sunset KBC Sunset Wednesday, March 19, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets were caught off-guard this morning by a steep sell-off in Turkish assets which triggered broad risk aversion at the onset of European trading. The meltdown started after Read more…