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Sunrise market commentary KBC Sunrise Friday, November 22, 2024 Please click here to read the PDF version Market Commentary Markets • This week’s consolidation pattern on bond markets simply continued yesterday. Lower weekly jobless claims (213k) and a disappointing November Philly Fed Business outlook balanced each other out data wise. Read more…
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KBC Sunset KBC Sunset Thursday, November 21, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • With few data in Europe or the US, markets continued to be haunted by headlines on the war in Ukraine, even as the impact wasn’t unequivocal across markets. Read more…
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Sunrise market commentary KBC Sunrise Thursday, November 21, 2024 Please click here to read the PDF version Market Commentary Markets • Geopolitical developments keep hijacking headlines. Risk sentiment improved at the start of yesterday’s trading session on talk that Russian president Putin would be open to talks on a ceasefire Read more…
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KBC Sunset KBC Sunset Wednesday, November 20, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • News agency Reuters reported just before the start of European trading that Russian President Putin would be open to talks on a ceasefire deal in Ukraine with the Read more…
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KBC Sunrise Wednesday, November 20, 2024 Please click here to read the PDF version Market Commentary Markets • Markets were on an emotional rollercoaster yesterday. The first Ukrainian use of US-made long range ATACMS missiles pushed Russian President Putin into signing off a revised nuclear doctrine. It now includes a Read more…
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KBC Sunset KBC Sunset Tuesday, November 19, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Geopolitics rattled markets otherwise on track for an uninspired trading session. Russian president Putin signed off a revised nuclear doctrine, expanding the conditions for the use of atomic Read more…
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Sunrise market commentary KBC Sunrise Tuesday, November 19, 2024 Please click here to read the PDF version Market Commentary Markets • US Treasuries followed last week’s recipe. Testing the recent low (area; depending on the maturity), but eventually rebounding higher. This time without strong trigger though like Thursday’s Powell speech Read more…
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KBC Sunset KBC Sunset Monday, November 18, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The week started off with some Bund underperformance, both vs US Treasuries and UK gilts. With the front end adding up to 7 bps, European money markets are Read more…
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Sunrise market commentary KBC Sunrise Monday, November 18, 2024 Please click here to read the PDF version Market Commentary Markets • Volatility remains high in the US Treasury market. We believed that Wednesday’s in-line with consensus CPI inflation report could be the start of a consolidation process on the sell-off Read more…
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KBC Sunset KBC Sunset Friday, November 15, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Fed chair Powell laying the groundwork for a pause, possibly already in January, caused a late-session sprint in front-end US rates yesterday. In the first part of today’s Read more…