.png)
Sunrise market commentary KBC Sunrise Wednesday, January 15, 2025 Please click here to read the PDF version Market Commentary Markets • US president-elect Trump so far didn’t push back against rumours that any possible tariffs would be gradually installed. European stock markets lost some intraday momentum but still managed a Read more…
.png)
KBC Sunset KBC Sunset Tuesday, January 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Yesterday’s Bloomberg story brought some relief to markets. The news company citing people familiar reported that president-elect Trump’s team is working on a phased introduction of import tariffs. Read more…
.png)
Sunrise market commentary KBC Sunrise Tuesday, January 14, 2025 Please click here to read the PDF version Market Commentary Markets • Friday’s stellar payrolls and possible consequences for the direction of future US (and global) monetary policy continued to set the tone at the start of this trading week amid Read more…
.png)
KBC Sunset KBC Sunset Monday, January 13, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Strong US payrolls published on Friday continued to dominate sentiment for global trading. The report confirmed Fed’s ‘guidance’ since the December meeting that it has plenty of room Read more…
.png)
Sunrise market commentary KBC Sunrise Monday, January 13, 2025 Please click here to read the PDF version Market Commentary Markets • US December payrolls shifted the needle of US money markets from two to only one additional 25 bps Fed rate cut this year. Headline job growth (+256k vs +165k Read more…
.png)
KBC Sunset KBC Sunset Friday, January 10, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The week ended with a bang. December US payrolls beat consensus by a wide margin (256k vs 165k) while October and November data barely faced a revision (-8k Read more…
.png)
Sunrise market commentary KBC Sunrise Friday, January 10, 2025 Please click here to read the PDF version Market Commentary Markets • The partial absence of US investors due to a national day of mourning for ex-president Carter and the empty economic calendar kept markets squarely focused on the UK. Gilt Read more…
.png)
KBC Sunset KBC Sunset Thursday, January 9, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The spotlights remain squarely focused on the UK. Gilts yields gapped another 12 bps higher across the curve at the open this morning before calm returned somewhat. While Read more…
.png)
Sunrise market commentary KBC Sunrise Thursday, January 9, 2025 Please click here to read the PDF version Market Commentary Markets • Markets took aim at UK assets. Both gilts and sterling suffered steep losses. Yields soared another 4.5-11.3 bps. The 10-yr yield (+11.3 bps to 4.79%) surpassed the previous post-pandemic Read more…
.png)
KBC Sunset KBC Sunset Wednesday, January 8, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • With or without data, global bond markets stay under pressure. In particular for the long end of the curve, comments often mentioned ‘The highest level since….’. The UK Read more…