market commentary

KBC Sunset KBC Sunset Monday, August 19, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •  Markets took a slow start to the new trading week which looks more enticing later on. In the absence of high profile headlines today, softer yields and a Read more…

Sunrise market commentary KBC Sunrise Monday, August 19, 2024 Please click here to read the PDF version Market Commentary Markets •          Last week’s US eco data failed to settle the debate on the outcome of the September FOMC meeting. Money markets initially added to 50 bps rate cut bets on Read more…

KBC Sunset KBC Sunset Wednesday, August 14, 2024 Daily Market Overview Dear reader, There will be no KBC Sunset Market Commentary report on Thursday August 15 and on Friday August 16. We resume our publications on Monday, August 19. Click here  to read the PDF-version of this report   Markets •          Read more…

Sunrise market commentary KBC Sunrise Wednesday, August 14, 2024 Dear reader, There will be no KBC Sunrise Market Commentary on Thursday August 15 and Friday August 16. We resume our publications on Monday, August 19.   Please click here to read the PDF version Market Commentary Markets •          Markets rallied Read more…

KBC Sunset KBC Sunset Tuesday, August 13, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          US producer price inflation rose by 0.1% M/M in July for the headline number and stabilized for the gauge excluding food and energy. Both were below consensus (+0.2% Read more…

Sunrise market commentary KBC Sunrise Tuesday, August 13, 2024   Please click here to read the PDF version Market Commentary Markets •          Japanese stock markets outperform this morning (Nikkei +3%) after returning from a long weekend (closed for Mountain Day yesterday). The index now recovered from Monday’s meltdown, but is Read more…

KBC Sunset KBC Sunset Friday, August 2, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets Markets are trembling. US payrolls missed expectations by a significant margin as employment only grew by 114k (175k consensus). Last month’s reading was revised down by about 30k. The Read more…

Sunrise market commentary KBC Sunrise Friday, August 2, 2024 Dear reader, There will be no KBC Economics-Markets report from Monday, August 5 to Monday August 12. We resume our publications on Tuesday, August 13. Please click here to read the PDF version Market Commentary Markets •          And the summer slide Read more…

KBC Sunset KBC Sunset Thursday, August 1, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          After the Fed’s most clear pivot towards imminent rate cuts yesterday, the Bank of England thought it could do even better. It cut the policy rate by 25 Read more…

Sunrise market commentary KBC Sunrise Thursday, August 1, 2024 Please click here to read the PDF version Market Commentary Markets •          The Fed kept the policy rate unchanged yesterday at 5.25-5.5%. The new statement featured some important changes compared to the June one, which are seen as paving the way Read more…