Fed Chair Powell's reticence to cut in December remains a driver of sentiment. Nevertheless, Treasuries are interpreting the various crosswinds as supportive of a rise in yields. We don't think the ...

Oil prices settled lower yesterday with a large increase in US crude oil inventories, while surplus expectations for the ...

The dollar reaction was interestingly quite muted and was followed by a correction overnight. We read this as a signal that markets were already pricing in a good deal of positives in the USD, and ...

In short, today’s industrial production data shows weak signs of life. Over the coming months, industrial production should show very tentative improvements. However, any of these improvements will be ...

Gold surged to a record in October above $4,300/oz, as retail investors piled in, but prices have since retreated below $4,000/oz amid profit-taking, improved risk sentiment, and uncertainty over ...

In line with our expectations, the MPC cut the National Bank of Poland (NBP) rates by 25bp (main policy rate down to 4.25%).

Czech inflation picked up in October, supported by a bounce-back in food prices. Market energy prices are set to drop early in 2026, and the government may launch its first action to counter ...

Julian Geib is a Junior Economist based in Frankfurt. He joined ING in April 2025 after completing a master’s degree in economics from LMU Munich, complemented by studies in Portugal and Denmark.

Hungary: At a glance. Third-quarter GDP growth came as a negative surprise with a quarter-on-quarter stagnation. The weak ...

Back in May, a US federal court, the Court of International Trade, delivered a landmark ruling that US President Donald Trump ...

Sterling money markets showed a significant tightening in October, which can be explained by a rotation away from ...

The ECB looks to have more time before excess reserves reach levels where bigger shifts in banks' behaviour become obvious ...