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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…
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KBC Sunset KBC Sunset Wednesday, July 30, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • We’ve been treated with a slew of GDP numbers today. Europe kicked off yesterday with Belgium (0.2% q/q) and a stronger-than-expected outcome for Spain (+0.7% q/q). Both also Read more…