News

There's some positive news for the eurozone economy, though it's somewhat in the rear-view mirror. Industrial production rose by 1.1% in February, marking the second consecutive strong increase. On ...
The subdued message from the bank lending survey should encourage the ECB to lower rates further, as if they didn’t have enough reasons to do so. With trade and market turmoil, a stronger euro and ...
Away from the tariffs, perhaps the biggest unanswered question in the UK economy is what the recent employer tax hikes mean for the jobs market. Earlier this year, the mood music looked grim. Survey ...
President Donald Trump sees “beautiful” tariffs as a tool to achieve three objectives: A diplomatic weapon to change the behaviour of foreign nations. An incentive for manufacturing reshoring to the ...
Oil prices rose marginally higher yesterday despite OPEC trimming demand estimates. ICE Brent settled just below US$65/bbl.
The 2 April 'liberation day' aftermath has been nothing short of chaotic. We've seen new tariffs and a 90-day pause, as well as reductions and exceptions. For now, we maintain our world trade growth ...
It's been a remarkable week for US Treasuries. Rarely, if ever, have we had Treasuries being sold amid a massive fire sale of risk assets. The fact that yields have been forced higher heightens the ...
While we expect a positive impact on the Canadian dollar from a hold, the implications for FX of this policy meeting aren’t ...
If you've ever tried to fix your laptop with a sledgehammer, you'll know the chances of fixing it properly are close to zero. The damage is done. And that, says ING's Carsten Brzeski, is where the ...
US President Trump's global tariffs are causing a dramatic change in economic relationships. Our team of economists look at the impact on countries, central banks, FX, rates, commodities and more ...
Significantly lower yields in the belly of EUR and USD swap curves suggest rates markets remain pessimistic about the economic outlook further in the future. This contrasts with the rally in equities ...
CEE countries still face long-term challenges such as competitiveness, demographics and energy transition, which complicate their response to external shocks. Despite the uncertainties, the region may ...