market commentary

KBC Sunset KBC Sunset Wednesday, December 4, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Bank of England governor Bailey, ECB president Lagarde and Fed chair Powell today all grab(bed) their final occasion to guide market expectations going into final policy meetings of Read more…

Sunrise market commentary KBC Sunrise Wednesday, December 4, 2024 Please click here to read the PDF version Market Commentary Markets •          Yesterday’s shock decision by South Korean president Yoon of the conservative People Power Party to declare martial law spiced up an otherwise uneventful trading session. Yoon backtracked after parliament Read more…

KBC Sunset KBC Sunset Tuesday, December 3, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          A typical in-between trading day ahead of major eco releases and central bank speeches got shaken up by news coming from South Korea. SK president Yoon declared an Read more…

Sunrise market commentary KBC Sunrise Tuesday, December 3, 2024 Please click here to read the PDF version Market Commentary Markets •          EUR/USD was among the worst cross rate performers yesterday. The currency pair dropped as low as 1.046, down from 1.058 at the open. French politics beat the common currency Read more…

KBC Sunset KBC Sunset Monday, December 2, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Outright divergence again reigns between US and European markets as US investors return from the Thanksgiving/Black Friday ‘long weekend’. Political/budgetary developments in France continue to set the tone Read more…

Sunrise market commentary KBC Sunrise Monday, December 2, 2024 Please click here to read the PDF version Market Commentary Markets •          The front end of the European yield curve outperformed going into the weekend. Rates dropped almost 5 bps in the 2-yr German tenor, enough to lose the symbolical 2% Read more…

KBC Sunset KBC Sunset Friday, November 29, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          An empty US calendar allowed US investors to focus on Black Friday shopping rather than on markets. Still, the data-idle Thanksgiving/Black Friday combo didn’t halt the correction on Read more…

Sunrise market commentary KBC Sunrise Friday, November 29, 2024 Please click here to read the PDF version Market Commentary Markets •          US markets were closed for Thanksgiving yesterday, leaving European markets looking for their own dynamics. National inflation data from Germany (HICP -0.7% M/M and 2.4% Y/Y; unchanged October) and Read more…

KBC Sunset KBC Sunset Thursday, November 28, 2024 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          US markets are closed for Thanksgiving so the focus turned to Europe instead. Inflation prints were due in Belgium, Spain and Germany ahead of tomorrow’s EMU figure. Spanish Read more…

Sunrise market commentary KBC Sunrise Thursday, November 28, 2024 Please click here to read the PDF version Market Commentary Markets •          Multiple US data, including the closely watched PCE deflators, yesterday didn’t stop the recent correction on the Trump-trade. The headline (0.2% M/M and 2.3% Y/Y from 2.2%,) and core Read more…