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…
Forecasts - ING Think
3 month rates. Last updated: 9th January *3-month Shanghai interbank rate for China; T-bill rate for the Philippines; and 3-month interbank rates for others
More signs of a US manufacturing revival | snaps | ING Think
12 hours ago · Awaiting President Trump's trade plan. Nonetheless, for now, year-on-year industrial production is only up 0.5% and manufacturing still flat on the year so we are only in the very early stages of a potential shift in trajectory with trade policy a …
US inflation relief, but an extended Fed pause still looks likely
2 days ago · US consumer price inflation has come in at 0.4% month-on-month/ 2.9% year-on-year for headline and at 0.2%/3.2% for the core (ex food and energy). The headline was in line with expectations, but the core rate was a touch better than the 0.3% MoM rate anticipated – the core rate, it turns out, was ...
FX - ING Think
Our strategists use a wide range of methods to analyse financial markets. Here you'll find our main views on global FX, current market drivers and ideas.
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.
Rates Spark: Don’t expect the relief to last long
2 days ago · Room for a downward test in yields, even if just to assess how lower yields feel The market has now seen two better-than-expected month-on-month inflation numbers in a row now, on core PPI on Tuesday and now core CPI on Wednesday. Not that 0.2% is super low. But it it tolerable. If we were to keep ...
Economy - ING Think
ING's economists and strategists global coverage and in-depth analysis of local and regional markets in more than 40 countries.
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 …