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Sunrise market commentary KBC Sunrise Thursday, November 21, 2024 Please click here to read the PDF version Market Commentary Markets • Geopolitical developments keep hijacking headlines. Risk sentiment improved at the start of yesterday’s trading session on talk that Russian president Putin would be open to talks on a ceasefire Read more…
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KBC Sunset KBC Sunset Wednesday, November 20, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • News agency Reuters reported just before the start of European trading that Russian President Putin would be open to talks on a ceasefire deal in Ukraine with the Read more…
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KBC Sunrise Wednesday, November 20, 2024 Please click here to read the PDF version Market Commentary Markets •         Markets were on an emotional rollercoaster yesterday. The first Ukrainian use of US-made long range ATACMS missiles pushed Russian President Putin into signing off a revised nuclear doctrine. It now includes a Read more…
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KBC Sunset KBC Sunset Tuesday, November 19, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Geopolitics rattled markets otherwise on track for an uninspired trading session. Russian president Putin signed off a revised nuclear doctrine, expanding the conditions for the use of atomic Read more…
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Sunrise market commentary KBC Sunrise Tuesday, November 19, 2024 Please click here to read the PDF version Market Commentary Markets • US Treasuries followed last week’s recipe. Testing the recent low (area; depending on the maturity), but eventually rebounding higher. This time without strong trigger though like Thursday’s Powell speech Read more…
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KBC Sunset KBC Sunset Monday, November 18, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The week started off with some Bund underperformance, both vs US Treasuries and UK gilts. With the front end adding up to 7 bps, European money markets are Read more…
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Sunrise market commentary KBC Sunrise Monday, November 18, 2024 Please click here to read the PDF version Market Commentary Markets • Volatility remains high in the US Treasury market. We believed that Wednesday’s in-line with consensus CPI inflation report could be the start of a consolidation process on the sell-off Read more…
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KBC Sunset KBC Sunset Friday, November 15, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Fed chair Powell laying the groundwork for a pause, possibly already in January, caused a late-session sprint in front-end US rates yesterday. In the first part of today’s Read more…
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Sunrise market commentary KBC Sunrise Friday, November 15, 2024 Please click here to read the PDF version Market Commentary Markets • Markets tried to extend the Trump trade yesterday after higher US October producer price inflation and solid (low) weekly jobless claims. They sparked a reaction higher in the dollar Read more…
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KBC Sunset KBC Sunset Thursday, November 14, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • More dollar strength pulled EUR/USD to a first 1.05-quote since October 2023, but that level triggered some rebound action higher. It’s only a matter of time though for Read more…