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KBC Sunset KBC Sunset Thursday, July 3, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Odds for a July Fed rate cut fell back to 0% (from 20%) after a solid June payrolls reports. Anticipation had been building after a slight change of Read more…
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ERRATUM Sunrise market commentary KBC Sunrise Thursday, July 3, 2025 Please click here to read the PDF version Market Commentary Markets • UK gilts crashed yesterday. Yields on the long-end of the curve surged by almost 20 bps (30-yr) over fiscal concerns. The worrying state of public finances in the Read more…
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Sunrise market commentary KBC Sunrise Thursday, July 3, 2025 Please click here to read the PDF version Market Commentary Markets • The US Senate pulled an all-nighter and squeaked through president Trump’s supersized bill. Vice-president Vance had to break the tie in favour of the bill with a nail-biting 51-50 Read more…
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KBC Sunset KBC Sunset Wednesday, July 2nd, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Today was expected to bring market interludium with investors looking forward to the key US payrolls report to be released tomorrow, the One Big Beautifull Bill Act (OBBBA) Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 2, 2025 Please click here to read the PDF version Market Commentary Markets • The US Senate pulled an all-nighter and squeaked through president Trump’s supersized bill. Vice-president Vance had to break the tie in favour of the bill with a nail-biting 51-50 Read more…
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KBC Sunset KBC Sunset Tuesday, July 1st, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • It’s very unusual for ECB members to talk on the level of the single currency. It’s even more unusual that they do so in group. ECB vice governor Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 1, 2025 Please click here to read the PDF version Market Commentary Markets • The US dollar capped the first half of 2025 with the weakest performance YtD since 1973 and new multiyear low. The trade-weighted index closed at 96.88, the weakest level Read more…
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KBC Sunset KBC Sunset Monday, June 30, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The European opening session of the week developed quiet and orderly. Trading settings which are unlikely to be repeated later this week given the avalanche of eco data Read more…
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Sunrise market commentary KBC Sunrise Monday, June 30, 2025 Please click here to read the PDF version Market Commentary Markets • US yields looked for and found a bottom after a two-week slide in which the front end outperformed. Net daily changes on Friday amounted to 2.9-4.5 bps across the Read more…
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KBC Sunset KBC Sunset Friday, June 27, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Positive headlines from US Commerce Secretary Lutnick on negotiations with China and other trading partners eased risks related to trade and supported a broad risk-on sentiment. The US Read more…