.png)
Sunrise market commentary KBC Sunrise Tuesday, January 7, 2025 Please click here to read the PDF version Market Commentary Markets • Trump’s (trade) policy ruffled markets yesterday, underscoring the importance of politics under a second term of the former POTUS. The Washington Post citing three people familiar with the matter Read more…
.png)
KBC Sunset KBC Sunset Monday, January 6, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • US and EMU yields initially maintained the post-Fed upward bias that still reigned during the first 2025 trading sessions last week. However especially US LT yields are closing Read more…
.png)
Sunrise market commentary KBC Sunrise Monday, January 6, 2025 Please click here to read the PDF version Market Commentary Markets • The dollar was talk of the town during the holiday period. We expect the greenback to remain in the center of attention in the run-up to president-elect Trump’s inauguration Read more…
.png)
KBC Sunset KBC Sunset Friday, December 20, 2024 Dear reader, The next KBC Sunset will be published on Monday, January 6. Happy holidays! KBC Economics – Markets Daily Market Overview Click here to read the PDF-version of this report Markets A looming US government shutdown starting as soon as tonight Read more…
.png)
Sunrise market commentary KBC Sunrise Friday, December 20, 2024 Dear reader, The next KBC Sunrise will be published on Monday, January 6. Happy holidays! KBC Economics – Markets Please click here to read the PDF version Market Commentary Markets • Front end US yields returned a few bps of the Read more…
.png)
KBC Sunset KBC Sunset Thursday, December 19, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Yesterday’s hawkish FOMC cut still resonated today. The front end of the curve outperformed slightly after US money markets even outhawked the Fed, looking to only 1 instead Read more…
.png)
Sunrise market commentary KBC Sunrise Thursday, December 19, 2024 Please click here to read the PDF version Market Commentary Markets • The Fed lowered policy rates yesterday from 4.5%-4.75% to 4.25-4.5%, a level chair Powell said is still “meaningfully restrictive”. The decision was expected but not unanimous. Cleveland Fed Hammack Read more…
.png)
KBC Sunset KBC Sunset Wednesday, December 18, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • When (core) markets barely move the way they do today it’s because there’s little news or important events are looming. It’s both in this case. An empty economic Read more…
.png)
Sunrise market commentary KBC Sunrise Wednesday, December 18, 2024 Please click here to read the PDF version Market Commentary Markets • Retail sales for November were solid on face value though the details offered a more balanced picture. That was enough to cap the intraday rise in US yields. Net Read more…
.png)
KBC Sunset KBC Sunset Tuesday, December 17, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Relative market calm this morning was already disturbed sooner than expected by the publication of the UK labour market data. The unemployment rate remained unchanged at 4.3% and Read more…