market commentary

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…

KBC Sunset KBC Sunset Wednesday, July 31, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The biggest moves in markets ahead of tonight’s Fed policy meeting happened in the Japanese yen. A not completely expected rate hike to 0.25% by the Bank of Read more…

Sunrise market commentary KBC Sunrise Wednesday, July 31, 2024 Please click here to read the PDF version Market Commentary Markets After a series of mixed European GDP and inflation numbers, some US data hit the market yesterday in late afternoon trading too. June JOLTS job openings were at a higher-than-expected Read more…

KBC Sunset KBC Sunset Tuesday, July 30, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          A slew of European data hit the wires today and after wrapping up this report some more are scheduled for release in the US (JOLTS, consumer confidence). GDP Read more…

Sunrise market commentary KBC Sunrise Tuesday, July 30, 2024 Please click here to read the PDF version Market Commentary Markets Markets •          German Bunds outperformed US Treasuries at the calm start of what is going to be busy week. Yields in the country dipped between 2.9 (2-yr) and 5.3 bps Read more…

KBC Sunset KBC Sunset Monday, July 29, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Today has mostly been a waiting game in the run-up to an economic calendar that shifts into higher gear starting from tomorrow. The were few to no signs Read more…

Sunrise market commentary KBC Sunrise Monday, July 29, 2024 Please click here to read the PDF version Market Commentary Markets •          Core bonds finished higher last Friday. US Treasury yields were unable to build on Thursday’s Q2 GDP intraday rebound. The release of some economic data including personal income & Read more…