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Sunrise market commentary KBC Sunrise Wednesday, August 28, 2024 Please click here to read the PDF version Market Commentary Markets • Core interest rate markets yesterday tried to further build on a tentative pause/bottoming out process that started on Monday. With 100 bps Fed cuts discounted for this year and Read more…
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KBC Sunset KBC Sunset Tuesday, August 27, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Friday’s Jackson Hole speech by Fed chair Powell seems to have given the nod for a final holiday week stretching until the September 2nd Labour Day Holiday. US Read more…
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Sunrise market commentary KBC Sunrise Tuesday, August 27, 2024 Please click here to read the PDF version Market Commentary Markets • Interest rate markets were looking for a new short-term equilibrium for the post-Jackson Hole era yesterday. Early in the session, yields tried to build on Friday’s decline as Fed Read more…
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KBC Sunset KBC Sunset Monday, August 26, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The dust settled somewhat after Fed chair Powell’s “the time has come” speech in Jackson Hole prompted an almost 9 bps decline in US yields last Friday. The Read more…
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Sunrise market commentary KBC Sunrise Monday, August 26, 2024 Please click here to read the PDF version Market Commentary Markets • At its keynote Jackson Hole speech on Friday, Fed Chair Powell explicitly reconfirmed the change in the Fed’s assessment on the balance between fighting inflation and preserving maximum employment Read more…
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KBC Sunset KBC Sunset Friday, August 23, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • At a hearing before Parliament this morning, BoJ governor Ueda had a balanced but after all clear message. The BoJ has started policy normalization and intends to further Read more…
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Sunrise market commentary KBC Sunrise Friday, August 23, 2024 Please click here to read the PDF version Market Commentary Markets • Yesterday’s EMU data releases cement the case for a second 25 bps rate cut by the ECB when they meet next on September 12. PMI’s picked up because of Read more…
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KBC Sunset KBC Sunset Thursday, August 22, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • European data today managed to temporarily steal attention away from the US. August PMI figures showed EMU business activity rising at a faster pace, but there’s more than Read more…
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Sunrise market commentary KBC Sunrise Thursday, August 22, 2024 Please click here to read the PDF version Market Commentary Markets • The US Bureau of Labour Statistics kept most of us waiting yesterday. The preliminary benchmark payrolls revision for the year through March 2024 eventually showed the feared, significant, downward Read more…
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KBC Sunset KBC Sunset Wednesday, August 21, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The ‘waiting game’ continued today in Europe and at the onset of the US trading session, counting down in the first place to today’s BLS payrolls revisions and Read more…