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Sunrise market commentary KBC Sunrise Tuesday, April 22, 2025 Please click here to read the PDF version Market Commentary Markets • After the market chaos in the wake of the Liberation Day reciprocal tariffs announcement, president Trump and his administration now apparently (again) started a new battlefield challenging classic economic Read more…
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KBC Sunset KBC Sunset Thursday, April 17, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The ECB cut the main policy rate by 25 bps to 2.25% and indicated the current stance is no longer weighing down on the economy. The decision was Read more…
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Sunrise market commentary KBC Sunrise Thursday, April 17, 2025 Please click here to read the PDF version Market Commentary Markets • Fed Chair Powell sent a clear signal to markets in a keynote speech for the Economic Club of Chicago. He started by pointing out that the level of the Read more…
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KBC Sunset KBC Sunset Wednesday, April 16, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The calm is already over. It took two days for the trade conflict to return to the front pages and dominate trading again. It started with China banning Read more…
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Sunrise market commentary KBC Sunrise Wednesday, April 16, 2025 Please click here to read the PDF version Market Commentary Markets • The first two sessions of the trading-shortened Easter week developed orderly, with markets recovering somewhat from last week’s mayhem. News flow of the last 24 hours or so suggests Read more…
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KBC Sunset KBC Sunset Tuesday, April 15, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Markets are still licking the wounds of last week’s mayhem. For a second straight session we see a modest risk rebound. With the spirit of Easter in mind, Read more…
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Sunrise market commentary KBC Sunrise Tuesday, April 15, 2025 Please click here to read the PDF version Market Commentary Markets • The first session of the Easter trading week evolved relatively quietly especially when compared to last week’s turbulence. US assets got some reprieve. Daily changes on the US yield Read more…
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KBC Sunset KBC Sunset Monday, April 14, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Last Friday’s tariff reprieve on some consumer electronics from China entering the US was enough for a sigh of relief in the “Sell America” trade. Even though president Read more…
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Sunrise market commentary KBC Sunrise Monday, April 14, 2025 Please click here to read the PDF version Market Commentary Markets • The US dollar was last week’s latest victim of Trump’s improvised trade strategy. EUR/USD closed the week at 1.1355, up from 1.0882 at the start of the week and Read more…
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KBC Sunset KBC Sunset Friday, April 11, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The US of A is in decay. The improvised hawkish trade policy which will likely end in a US recession puts US assets for sale. China doesn’t back Read more…