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KBC Sunset KBC Sunset Thursday, August 1, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • After the Fed’s most clear pivot towards imminent rate cuts yesterday, the Bank of England thought it could do even better. It cut the policy rate by 25 Read more…
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Sunrise market commentary KBC Sunrise Thursday, August 1, 2024 Please click here to read the PDF version Market Commentary Markets • The Fed kept the policy rate unchanged yesterday at 5.25-5.5%. The new statement featured some important changes compared to the June one, which are seen as paving the way Read more…
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KBC Sunset KBC Sunset Wednesday, July 31, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • The biggest moves in markets ahead of tonight’s Fed policy meeting happened in the Japanese yen. A not completely expected rate hike to 0.25% by the Bank of Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 31, 2024 Please click here to read the PDF version Market Commentary Markets After a series of mixed European GDP and inflation numbers, some US data hit the market yesterday in late afternoon trading too. June JOLTS job openings were at a higher-than-expected Read more…
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KBC Sunset KBC Sunset Tuesday, July 30, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • A slew of European data hit the wires today and after wrapping up this report some more are scheduled for release in the US (JOLTS, consumer confidence). GDP Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 30, 2024 Please click here to read the PDF version Market Commentary Markets Markets • German Bunds outperformed US Treasuries at the calm start of what is going to be busy week. Yields in the country dipped between 2.9 (2-yr) and 5.3 bps Read more…
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KBC Sunset KBC Sunset Monday, July 29, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Today has mostly been a waiting game in the run-up to an economic calendar that shifts into higher gear starting from tomorrow. The were few to no signs Read more…
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Sunrise market commentary KBC Sunrise Monday, July 29, 2024 Please click here to read the PDF version Market Commentary Markets • Core bonds finished higher last Friday. US Treasury yields were unable to build on Thursday’s Q2 GDP intraday rebound. The release of some economic data including personal income & Read more…
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KBC Sunset KBC Sunset Friday, July 26, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets finally took a breather this morning after recent sharp risk-off repositioning especially in equities and interest rates. However, it doesn’t feel as if a sharp, sustained countermove Read more…
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Sunrise market commentary KBC Sunrise Friday, July 26, 2024 Please click here to read the PDF version Market Commentary Markets • The IT-driven risk-off initially supported a classic safe haven run on core bonds yesterday. German yields at some point lost another 5-7 bps. However, equities gradually found a bottom Read more…