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Sunrise market commentary KBC Sunrise Monday, January 13, 2025 Please click here to read the PDF version Market Commentary Markets • US December payrolls shifted the needle of US money markets from two to only one additional 25 bps Fed rate cut this year. Headline job growth (+256k vs +165k Read more…
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KBC Sunset KBC Sunset Friday, January 10, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The week ended with a bang. December US payrolls beat consensus by a wide margin (256k vs 165k) while October and November data barely faced a revision (-8k Read more…
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Sunrise market commentary KBC Sunrise Friday, January 10, 2025 Please click here to read the PDF version Market Commentary Markets • The partial absence of US investors due to a national day of mourning for ex-president Carter and the empty economic calendar kept markets squarely focused on the UK. Gilt Read more…
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KBC Sunset KBC Sunset Thursday, January 9, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The spotlights remain squarely focused on the UK. Gilts yields gapped another 12 bps higher across the curve at the open this morning before calm returned somewhat. While Read more…
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Sunrise market commentary KBC Sunrise Thursday, January 9, 2025 Please click here to read the PDF version Market Commentary Markets • Markets took aim at UK assets. Both gilts and sterling suffered steep losses. Yields soared another 4.5-11.3 bps. The 10-yr yield (+11.3 bps to 4.79%) surpassed the previous post-pandemic Read more…
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KBC Sunset KBC Sunset Wednesday, January 8, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • With or without data, global bond markets stay under pressure. In particular for the long end of the curve, comments often mentioned ‘The highest level since….’. The UK Read more…
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Sunrise market commentary KBC Sunrise Wednesday, January 8, 2025 Please click here to read the PDF version Market Commentary Markets • Core bond yields extended their December surge with the long end once again taking the lead. A strong first batch of US economic data did the trick. November JOLTS Read more…
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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…
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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…
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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…