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KBC Sunset KBC Sunset Thursday, July 25, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Risk off quickly spread from the US yesterday to Asian and later European dealings today. Triggered by AI/tech companies on Wall Street yesterday, the equity sell-off broadened in Read more…
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Sunrise market commentary KBC Sunrise Thursday, July 25, 2024 Please click here to read the PDF version Market Commentary Markets • Market focus yesterday initially was on the PMI releases. Later sentiment turned sharply risk-off even as there was no outright link between both storylines. EMU PMI’s (50.1 from 50.9) Read more…
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KBC Sunset KBC Sunset Wednesday, July 24, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Monthly PMI’s were the headline story on global markets. EMU surveys at least were no happy reading. The composite EMU HCOB PMI declined from 50.9 to 50.1 suggesting Read more…
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Sunrise market commentary KBC Sunrise Wednesday, July 24, 2024 Please click here to read the PDF version Market Commentary Markets • In a session with few important data core bonds remained well bid, Bunds outperforming Treasuries. German yields declined between -11.6 bps (2-y, benchmark change) and -4.5 bps (30-y) in Read more…
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KBC Sunset KBC Sunset Tuesday, July 23, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Another empty daily calendar left investors to their own devices with central bank meetings in Hungary (-25 bps to 6.75%, as expected) and Turkey (unchanged at 50%, cfr. Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 23, 2024 Please click here to read the PDF version Market Commentary Markets • US President Biden stepping out of the presidential election race dominated press/market headlines yesterday. Still, the direct impact on global trading was modest after all. For now, the Read more…
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KBC Sunset KBC Sunset Monday, July 22, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • Biden’s dropout from the presidential race grabbed most of the headlines today, if only because there was basically no other news to report. He and many other Democrats Read more…
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Sunrise market commentary KBC Sunrise Monday, July 21, 2024 Please click here to read the PDF version Market Commentary Markets • Markets and several economic sectors Friday morning faced some jitters due to an IT outage linked to problems with an security update by CrowdStrike. It added to a Read more…
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KBC Sunset KBC Sunset Friday, July 19, 2024 Daily Market Overview Click here to read the PDF-version of this report Markets • One of the biggest-ever IT outages sparked volatility at the start of European trading but without lasting impact on general markets. A security update by CrowdStrike caused a Read more…
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Sunrise market commentary KBC Sunrise Friday, July 19, 2024 Please click here to read the PDF version Market Commentary Markets • The ECB kept its policy rates unchanged yesterday with President Lagarde saying that the outcome of the September meeting is “wide open”. The only sure thing is that they’ll Read more…