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KBC Sunset KBC Sunset Thursday, October 31, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The fall-out of Reeves’ “one of the largest fiscal loosenings of any fiscal event in recent decades” on UK bond markets went into a second day. Gilt yields Read more…
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Sunrise market commentary KBC Sunrise Thursday, October 31, 2024 Dear reader, there will be no KBC Economics-Markets reports on Friday, November 1. We resume our publications on Monday, November 4. Please click here to read the PDF version Market Commentary Markets “Overall borrowing between 2024-25 and 2028-29 is higher than Read more…
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KBC Sunset KBC Sunset Wednesday, October 30, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets With central banks in full data dependence mode, every eco figure counts. It makes trading more volatile from one policy meeting to the next. A disappointing September PMI survey Read more…
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Sunrise market commentary KBC Sunrise Wednesday, October 30, 2024 Please click here to read the PDF version Market Commentary Markets • UK gilts underperformed yesterday. Yields with maturities ranging from the 2-yr (+5.1 bps) to the 10-yr (+6.1 bps) all hit five month and post-election highs. The spring Budget, due Read more…
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KBC Sunset KBC Sunset Tuesday, October 29, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The busy eco calendar kicked off today with US JOLTS job openings and consumer confidence. The former missed the bar. The August reading was revised down from 8.04mln Read more…
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Sunrise market commentary KBC Sunrise Tuesday, October 29, 2024 Please click here to read the PDF version Market Commentary Markets • Last week’s waiting game extended into the first trading day of the new and jampacked one. Oil prices crashed more than 6% to $71.4/b (Brent) after Israel spared Iranian Read more…
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KBC Sunset KBC Sunset Monday, October 28, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Taking aside corporate news (Volkswagen, Boeing), this morning’s headlines still feature on news terminals. Brent crude fell from $76/b to $72/b after Israel shunned Iranian crude facilities with Read more…
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Sunrise market commentary KBC Sunrise Monday, October 28, 2024 Please click here to read the PDF version Market Commentary Markets • Core bond yields ended the week higher. German bond yields added between 1.2 (30-yr) and 4 bps (2-yr). Bunds initially underperformed US Treasuries before the latter suffered from a Read more…
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KBC Sunset KBC Sunset Friday, October 25, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • German Bunds underperformed US Treasuries today. Yields added between up to 2.2 bps, the front end of the curve taking the lead. Yesterday’s PMI’s didn’t deliver a similar Read more…
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Sunrise market commentary KBC Sunrise Friday, October 25, 2024 Please click here to read the PDF version Market Commentary Markets • EUR/USD 1.0778 lives to fight another day. The technical support level survived October PMI surveys. Disappointing French numbers forced a test early on European dealings, but a better German Read more…