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KBC Sunset KBC Sunset Tuesday, July 1st, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • It’s very unusual for ECB members to talk on the level of the single currency. It’s even more unusual that they do so in group. ECB vice governor Read more…
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Sunrise market commentary KBC Sunrise Tuesday, July 1, 2025 Please click here to read the PDF version Market Commentary Markets • The US dollar capped the first half of 2025 with the weakest performance YtD since 1973 and new multiyear low. The trade-weighted index closed at 96.88, the weakest level Read more…
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KBC Sunset KBC Sunset Monday, June 30, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • The European opening session of the week developed quiet and orderly. Trading settings which are unlikely to be repeated later this week given the avalanche of eco data Read more…
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Sunrise market commentary KBC Sunrise Monday, June 30, 2025 Please click here to read the PDF version Market Commentary Markets • US yields looked for and found a bottom after a two-week slide in which the front end outperformed. Net daily changes on Friday amounted to 2.9-4.5 bps across the Read more…
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KBC Sunset KBC Sunset Friday, June 27, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Positive headlines from US Commerce Secretary Lutnick on negotiations with China and other trading partners eased risks related to trade and supported a broad risk-on sentiment. The US Read more…
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Sunrise market commentary KBC Sunrise Friday, June 27, 2025 Please click here to read the PDF version Market Commentary Markets • Yesterday, trends of the previous days continued with a further steepening of the US yield curve acting as a key driver translating into a weaker dollar and a better Read more…
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KBC Sunset KBC Sunset Thursday, June 26, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Bull steepening is name of the game this week in the US. From Friday’s close, yield changes currently range between -6.5 bps (30-yr) and -17 bps (2-yr). The Read more…
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Sunrise market commentary KBC Sunrise Thursday, June 26, 2025 Please click here to read the PDF version Market Commentary Markets • Trends from Tuesday continued yesterday. The German yield curve further bear steepened after the approval of the German budget, rubberstamping €500 bln additional debt issuance through 2029. German yields Read more…
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KBC Sunset KBC Sunset Wednesday, June 25, 2025 Daily Market Overview Click here to read the PDF-version of this report Markets • Today’s NATO summit in the Netherlands should have been all about member nations stepping up efforts on defense spending. They effectively agreed to meet the US demand to Read more…
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Sunrise market commentary KBC Sunrise Wednesday, June 25, 2025 Please click here to read the PDF version Market Commentary Markets • The ceasefire in the antinuclear attack of Isreal against Iran triggered a standard relief- risk on rebound. Oil supply not being disrupted in the Strait of Hormuz sent Brent Read more…