market commentary

KBC Sunset KBC Sunset Tuesday, February 18, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The focus of markets (and the international community) was on the talks in Riyadh between Russia and the US to end the war in Ukraine. The two parties Read more…

Sunrise market commentary KBC Sunrise Tuesday, February 18, 2025 Please click here to read the PDF version Market Commentary Markets •          Spotlights were on Europe yesterday. US financial markets were closed for President’s Day while French president Macron summoned a handful of European leaders as well as EC president von Read more…

KBC Sunset KBC Sunset Monday, February 17, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          The hastily arranged summit in Paris by French president Macron stood in the center of attention today. Last week’s string of events, involving US president Trump, his Defense Read more…

Sunrise market commentary KBC Sunrise Monday, February 17, 2025 Please click here to read the PDF version Market Commentary Markets •          Weaker-than-expected US retail sales triggered a rally in Treasuries. Yields declined between 4.1 and 6.2 bps in what was otherwise a dull trading session. German rates still finished marginally Read more…

KBC Sunset KBC Sunset Friday, February 14, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Weak January US retail sales triggered a rally in US Treasuries going into the long weekend with US markets closed on Monday in celebration of President’s Day. Headline Read more…

Sunrise market commentary KBC Sunrise Friday, February 14, 2025 Please click here to read the PDF version Market Commentary Markets •          US yields easily returned most of Wednesday’s rise incurred after stronger than expected January CPI data. The move is telling on the current market positioning/assessment. The ‘correction’ started after Read more…

KBC Sunset KBC Sunset Thursday, February 13, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          President Trump once again took center stage today. It started off with a call with Russian president Putin which blindsided both European and Ukrainian officials. Trump and Putin Read more…

Sunrise market commentary KBC Sunrise Thursday, February 13, 2025 Please click here to read the PDF version Market Commentary Markets •          ‘Great progress’, ‘We’re close but not there on inflation’, ‘We don’t get excited about one or two good readings, and we don’t get excited about one or two bad Read more…

KBC Sunset KBC Sunset Wednesday, February 12, 2025 Daily Market Overview Click here  to read the PDF-version of this report   Markets •          Today’s trading session was a long-drawn countdown to the US January inflation data. If anything, the drift in EMU yields still was cautiously north. ECB board member Elderson Read more…

Sunrise market commentary KBC Sunrise Wednesday, February 12, 2025 Please click here to read the PDF version Market Commentary Markets •          Fed Chair Powell’s appearance before the Senate Banking Committee yesterday didn’t yield much clues on (changes in) monetary policy in the Trump 2.0 era. The Fed Chair understandably stuck Read more…