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…
ING Global Outlook: ‘Economics, Actually, our 2025 hit list’
2024年12月5日 · 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.
FX Daily: Dollar powers ahead | articles | ING Think
1 天前 · USD: Strong dollar pressure tests the system. Friday's better-than-expected US December jobs data drove the dollar cleanly higher across the board. This feeds into the narrative of US exceptionalism and has now pared back expectations of the Federal Reserve's easing cycle to barely one 25bp rate cut this year.
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2025年1月3日 · ING Global Markets Research. If you are acting in a professional capacity and look for investment research, visit research.ing.com
THINK Ahead: Mixed inflation data | articles | ING Think
4 天之前 · 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 ...
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Rates Spark: Mounting concerns keep up the steepening
2024年9月25日 · 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.
Rates Spark: Markets are positioned for disappointment
2024年9月27日 · US Treasury curve dives into cuts and risks being caught by upside surprises. While markets are prepared for more US data disappointments, the durable goods orders and jobless claims both performed better than consensus.
FX Daily: US inflation concerns return | articles | ING Think
6 天之前 · USD: Re-strengthening . Markets have been tempted in the past couple of days to believe there is some truth behind the Washington Post’s report – quickly rebuked by Trump – that US tariffs will be only on selected products.We are also looking with interest at the timeline for the US Congress’ plan to pass a three-in-one bill for taxes, border and energy.
How things can go wrong – or right – for the global economy
2024年10月10日 · 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 cooling in geopolitical tensions.