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ING Economic and Financial Analysis ING Economic and Financial Analysis

ING Economic and Financial Analysis's Opinion & Analysis.
Featured here: a complete archive of all posts and research produced by ING Economic and Financial Analysis, including current material.
U.S. Jobs Shocker By ING Economic and Financial Analysis - May 07, 2021

A pretty woeful jobs report for April is likely more a reflection of structural rigidities and supply constraints rather than any meaningful weakening in demand for labour. The economy will regain all...

Tense times in world trade By ING Economic and Financial Analysis - May 07, 2021

The threat of new trade wars is smaller, but tension hasn’t let up between the US, EU and China. Exporters continue to face higher costs and uncertainty that could weigh on trade growth after...

Rates: The Bonkers Relationship Between Inflation And Yields By ING Economic and Financial Analysis - May 07, 2021

"Hey neighbour, here's $100. Give me back $91 in 10 years and you're good! Just pay me the inflation rate..." That's the negative real rates market of today, not in the inverted eurozone rates space,...

China Deleveraging Spurred On By Recovery By ING Economic and Financial Analysis - May 07, 2021

China's economic recovery seems to be sustainable, although the high GDP growth number was partly due to the low base effect. Given this background, the government has determined that the economy...

UK: The Good Times And Economic Recovery As COVID-19 Recedes By ING Economic and Financial Analysis - May 07, 2021

Falling Covid-19 prevalence and widespread vaccinations have boosted confidence in the durability of the recovery. Several data points are at post-pandemic highs and that suggests second-quarter...

Commodities Are Buoyant But Supply Concerns Still A Worry By ING Economic and Financial Analysis - May 07, 2021

Metals prices are flirting with record levels, agricultural markets are trading at multi-year highs, and oil has staged an impressive recovery. The post-Covid-19 recovery is clearly bullish for...

Global Central Banks Outlook By ING Economic and Financial Analysis - May 07, 2021

As many developed markets tentatively begin to emerge from the Covid-19 pandemic, attention is turning to taper and tightening in many economies. Here's what to expect from the major central banks...

Biden’s Promise: Building Better And Greener By ING Economic and Financial Analysis - May 07, 2021

Of the $4tn of extra spending proposed by President Biden, $2.2tn looks set to go on green and sustainability-related infrastructure investment. This won't on its own be enough to deliver on the...

U.S. Economy Is Racing Back To Life By ING Economic and Financial Analysis - May 07, 2021

The unprecedented stimulus has lifted US economic activity to within a touching distance of its pre-pandemic levels. President Biden isn't finished with more money on its way to complement a private...

UK Data Shows The Economic Winter Is Finally Thawing By ING Economic and Financial Analysis - Apr 28, 2021

UK PMIs, retail sales and other confidence data suggest that the reopening is boosting activity, but also that consumers and businesses are more optimistic about the durability of the recovery than...

U.S. Recovery To Support Metals Demand By ING Economic and Financial Analysis - Apr 22, 2021

An improved US household balance sheet and robust income growth supports consumer demand, while historically low inventories should keep order books very firm. This suggests the restocking cycle could...

Here’s Why U.S. Market Rates Are Falling By ING Economic and Financial Analysis - Apr 16, 2021

A US economy littered with super-buoyant readings would typically place upward pressure on market rates. That is clearly not what is happening right now. The question is why? The Fed at zero and bond...

Rates Spark: Riding High By ING Economic and Financial Analysis - Apr 16, 2021

We blame the bond rally on geopolitical tensions, and on post-supply relief. It looks set to continue but deeply negative real rates lessen the pressure on the ECB to deliver a dovish message next...

Waiting For The European Phoenix   By ING Economic and Financial Analysis - Apr 14, 2021

Our EUR/USD profile is slightly dimmed, but we still expect the euro to rise from the ashes of European policy. CE4 currencies should also strengthen while the commodity bloc should remain supported....

Rates Spark April Bounce By ING Economic and Financial Analysis - Apr 09, 2021

We look through potential reasons for the April bounce in fixed income. A stubborn Fed and gloomy Eurozone outlook provide the best, if unsatisfactory, explanations. Upcoming US inflation data and...

OPEC+ Set To Start Easing Cuts By ING Economic and Financial Analysis - Apr 08, 2021

OPEC+ surprised the market at the end of last week. Expectations heading into the meeting were that the group would rollover cuts. But instead the group has agreed to increase production by a little...

Rates Spark: And We’re Off, Or Should Be By ING Economic and Financial Analysis - Apr 07, 2021

Does a 1.7% US Treasury yield look right after Friday's payrolls report?This is a boom period for the US economy. Granted, it is all about emerging from a hole of Covid-19 induced despair, but it will...

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