ING Think23m
Latam FX Talking: Still vulnerable to the tariff story
The Mexican peso is doing well (better than the Canadian dollar) on the view that President Claudia Sheinbaum will cut a deal to avoid US tariffs. That is not guaranteed and we'll know a lot more by ...
Opinion
ING Think43mOpinion
EU Clean Industrial Deal: lowering energy bills will face hurdles
The EU has published its Clean Industrial Deal to tackle European industry's lack of competitiveness and high energy reliance ...
ING Think44m
Federal Reserve preview: No imminent pressure, but downside growth risks point to 2H rate cuts
The Fed are in no hurry to cut rates further, but the weakening growth outlook could force their hand in later in the year ...
ING Think44m
Asia FX Talking: Renminbi set to come under more pressure
Return of USD strength in the near term is likely to be the dominant factor impacting IDR in the near term. Although Indonesia is relatively less exposed to US tariff risk, escalation of tariff talks ...
ING Think44m
G10 FX Talking: Re-rating the euro
Geopolitical events have forced us to revise our EUR/USD profile. In short, President Trump’s withdrawal of Europe’s security umbrella, Europe’s response of fiscal stimulus and the re-rating of the ...
ING Think44m
EMEA FX Talking: More CEE divergence
Currencies in the EMEA region continue to diverge. In the CEE space, we think the Polish zloty and Czech koruna have the best chances of taking advantage of European growth and domestic strength. We ...
ING Think44m
Germany’s historic fiscal package looks like a done deal
After long negotiations between the CDU/CSU, SPD and the Greens, a deal appears to have been reached to secure a two-thirds majority for the announced fiscal package at the official vote in the German ...
ING Think44m
THINK Ahead vibe check! We’re looking at you, central bankers
How bankers can inject more rizz. Central banks are good for many things, but talking the language of the Instagram generation sadly isn’t one of them. Few things are less welco ...
ING Think46m
Poland’s inflation surprises to the downside as odds of rate cuts rise
Inflation came in lower at the beginning of 2025 due to the new CPI basket and revisions to the January reading. With new CPI weights and more realistic assumptions on electricity prices, inflation ...
ING Think47m
Italian industry bounces right back
Italian industrial production has regained the ground lost in December. Despite some short-term volatility, production appears to be stabilising with limited room for short-term acceleration After a ...
ING Think4h
FX Talking: Dollar falls back to earth
EUR/USD now looks to be a 1.05-1.10 rather than a 1.00-1.05 trading range. A more meaningful break higher in EUR/USD – say above the 1.12 area – will likely require a much steeper US slowdown. We are ...
ING Think6h
Knightley: We’ll be waiting months for the next Fed rate cut
There was a lot of economic optimism when Donald Trump entered the White House. But as hopes for a sustained recovery fade - there's even some talk of recession - what does that mean for US interest ...