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KBC Sunset KBC Sunset Wednesday, December 11, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Today’s November US CPI inflation numbers convinced final doubters that the Fed would stick to the plan set out in the September dot plot and lower rates by Read more…
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Sunrise market commentary KBC Sunrise Wednesday, December 11, 2024 Please click here to read the PDF version Market Commentary Markets • German Bunds outperformed US Treasuries and UK Gilts yesterday as we approach final policy meetings of respective central banks which are set to widen their diverging views. The ECB Read more…
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KBC Sunset KBC Sunset Tuesday, December 10, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • EUR/GBP set a minor YTD low today at 0.8250. The move came as UK Gilts underperformed German Bunds. UK yields currently add 2.1 bps (2-yr) to 4.6 Read more…
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Sunrise market commentary KBC Sunrise Tuesday, December 10, 2024 Please click here to read the PDF version Market Commentary Markets • The Chinese Politburo’s directive changed risk sentiment at the start of European trading from slightly risk-off because of developments in Syria to mildly risk-on given the firm commitment to Read more…
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KBC Sunset KBC Sunset Monday, December 9, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The Chinese Politburo’s announcement around the end of Asian dealings and the beginning of European ones was quite an opener of the trading week. Led by president Xi Read more…
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Sunrise market commentary KBC Sunrise Monday, December 9, 2024 Please click here to read the PDF version Market Commentary Markets • US November payrolls cemented the case for a 25 bps rate cut by the Fed. That scenario wasn’t completely discounted (70%) ahead of the numbers. While headline payrolls growth Read more…
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KBC Sunset KBC Sunset Friday, December 6, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • In the absence of important eco data and no new market moving political developments (in France or elsewhere), European market enjoyed a brief pauze after recent swings. European Read more…
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Sunrise market commentary KBC Sunrise Friday, December 6, 2024 Please click here to read the PDF version Market Commentary Markets Rassemblement National’s Le Pen in interview with Bloomberg caused a sigh of relief across markets. After supporting the motion of no confidence that brought down the Barnier government, she’s opened Read more…
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KBC Sunset KBC Sunset Thursday, December 5, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Very few market-moving data in the US and EMU today. US markets are counting down to tomorrow’s US payrolls. This report, together with the US November CPI data Read more…
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Sunrise market commentary KBC Sunrise Thursday, December 5, 2024 Please click here to read the PDF version Market Commentary Markets • Barnier turned out to be France’s shortest-serving prime minister since the establishment of the Fifth Republic in 1958. After only 90 days in his tenure – still double UK Read more…