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KBC Sunset KBC Sunset Friday, July 19, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • One of the biggest-ever IT outages sparked volatility at the start of European trading but without lasting impact on general markets. A security update by CrowdStrike caused a Read more…
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Sunrise market commentary KBC Sunrise Friday, July 19, 2024 Please click here to read the PDF version Market Commentary Markets • The ECB kept its policy rates unchanged yesterday with President Lagarde saying that the outcome of the September meeting is “wide open”. The only sure thing is that they’ll Read more…
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KBC Sunset KBC Sunset Thursday, July 18, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The ECB kept its key policy rates unchanged today in an unanimous decision. In its policy statement, the central bank repeats that it doesn’t pre-commit to a particular Read more…
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Sunrise market commentary KBC Sunrise Thursday, July 18, 2024 Please click here to read the PDF version Market Commentary Markets • We’ve given Fed governor Waller plenty of attention this year. He’s been the voice of the large minority inside the Fed who from the beginning of the year has Read more…
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KBC Sunset KBC Sunset Wednesday, July 17, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • After last-week’s softer than expected US CPI data, global investors gained ever greater confidence that the Fed will embark for a genuine, protracted easing cycle soon. Yields turned Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 17, 2024 Please click here to read the PDF version Market Commentary Markets • Consensus-beating June US retail sales only temporary interfered with reigning market momentum. Core retail sales rose by 0.8% M/M (& 0.9% M/M for retail sales control group) in what Read more…
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KBC Sunset KBC Sunset Tuesday, July 16, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Global core bonds gained some ground going into today’s main dish, US retail sales. UK gilts slightly outperformed Bunds and Treasuries as markets gear for tomorrow’s June CPI Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 16, 2024 Please click here to read the PDF version Market Commentary Markets • Fed Chair Powell in an interview at the Economic Club of Washington DC didn’t want to commit to any timing of a first Fed rate cut. By doing so, Read more…
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KBC Sunset KBC Sunset Monday, July 15, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Some segments of the US yield curve disinverted in the wake of the Trump shooting. The presidential candidate’s odds to win the November election have increased as a Read more…
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Sunrise market commentary KBC Sunrise Monday, July 15, 2024 Please click here to read the PDF version Market Commentary Markets • The US dollar is losing interest rate support at stealth pace. Since the awful June service ISM (July 3), the US 2-yr yield fell from 4.75% to 4.45% currently. Read more…