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…
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Growth (GDP) Inflation (CPI) Policy rates 3 month rates 10-year yields FX Commodities
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Dec 19, 2024 · ING Global Markets Research. If you are acting in a professional capacity and look for investment research, visit research.ing.com
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ING Global Outlook: ‘Economics, Actually, our 2025 hit list’
Dec 5, 2024 · A new US president, a threatened trade war, political turmoil in Europe’s powerhouses… 2025 is shaping up to be another extraordinary year. So, how is all that going to shape global economies and markets? And why might we be pleasantly surprised? Your complete guide to what 2025 may hold for ...
Fed set to cut 25bp but to signal a slower, shallower path ahead
Dec 13, 2024 · The Federal Reserve is expected to cut rates by a further 25bp on 18 December as it continues to move policy from restrictive territory to somewhere closer to neutral. However, with inflation remaining sticky, and President-elect Trump looking to strengthen the US growth performance, the Fed is set ...
Another rate cut from the ECB and the next stop is ‘neutral’
Dec 12, 2024 · The ECB drops a key policy line. The ECB cut interest rates by 25bp, bringing the deposit rate to 3%, its lowest level since March 2023. This decision reflects a compromise between growth and inflation worriers, a gut feeling vs. a …
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.
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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 …