ING THINK economic and financial analysis | ING Think
Listen: Trump, Trade Wars, and Tense Politics - How 2025 could unfold. In this podcast, ING's James Knightley, Carsten Brzeski, and James Smith discuss the themes that will shape the economy, inflation and interest rates…
FX Daily: First set of US inflation data today | articles | ING Think
8 hours ago · This week’s US inflation data could potentially reinforce the dollar’s strong momentum and cast further doubts on whether the Fed needs to cut at all. Tomorrow’s CPI should have the biggest market impact, but today’s PPI is still highly relevant, especially as many of the PPI components feed ...
Rates Spark: It’s not just US rates exploring new highs
17 hours ago · The impact effect of Friday's payrolls report was to push the 10yr yield up to a high of 4.79% on the day. Monday then saw 4.80% nipped at a few times. It's a similar story for the front end as a new high north of 4.42% was touched. Even if now off these highs, this price action suggests a degree of ...
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Jan 3, 2025 · ING Global Markets Research. If you are acting in a professional capacity and look for investment research, visit research.ing.com
ING Global Outlook: ‘Economics, Actually, our 2025 hit list’
Dec 5, 2024 · ING's complete 2025 economic outlook . A new US president, a threatened trade war, political turmoil in Europe’s powerhouses… 2025 is shaping up to be another extraordinary year.
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THINK Ahead: Mixed inflation data | articles | ING Think
4 days ago · THINK Ahead for Central and Eastern Europe. Poland (Adam Antoniak). NBP rate decision (Thu): Polish policy rates will remain unchanged in January.The National Bank of Poland's policy stance turned more hawkish in December as Governor Adam Glapiński highlighted the inflation risks and attempted to convince the markets that a discussion on rate cuts would be initiated in late 2025 rather than ...
Rates Spark: Mounting concerns keep up the steepening
Sep 25, 2024 · Mounting macro concerns also keep the EUR steepening dynamic in place. In the eurozone, some of the main macro concerns centre around Germany. Disappointing data over the past two days; Monday’s PMIs and Tuesday’s Ifo, have pushed markets to expect a cut in October as the base case now – close to 16bp was priced as of Tuesday reflecting a greater than 60% implied probability of a cut.
How things can go wrong – or right – for the global economy
Oct 10, 2024 · Two alternative scenarios for the economic outlook. The global economic outlook hinges on whether we’re heading for a US recession, whether China can escape the current cycle of falling property prices and weak sentiment, and whether we see a …
Surging US jobs suggests the Fed needs to tread carefully
Oct 4, 2024 · Job surge beats all expectations. The September jobs report is unambiguously strong. US non-farm payrolls rose 254k versus the 150k consensus and there were 72k of upward revisions to the past two months of data (the range of expectations was 70k up to 220k).