ING THINK economic and financial analysis

US household spending holds firm

Remarkably strong retail sales numbers for March means the Federal Reserve is in no position to carry through with interest rate cuts anytime soon

Construction companies see efficiency gains due to milder winters

Retail, Construction & Manufacturing

Sustainability

Construction companies see efficiency gains due to milder winters

How climate change is impacting Europe's construction sector

Bundle

ING Monthly: Hello, hello, hello, how low?

Why we think the Smells Like Teen Spirit chorus could be answered by central banks in the coming weeks

Our first thoughts on the US election and the potential impact on Europe and markets

Credit

Rates

Trade

Our first thoughts on the US election and the potential impact on Europe and markets

What Trump v Biden will mean for America and the world

, and 2 others

ECB’s press conference signals its first cut will be hawkish

The timing of the ECB's first rate cut isn't a done deal yet, but we think it's set to be a hawkish move

United States

US inflation quashes the chances of a June Fed rate cut

US inflation came in at 0.4% MoM for the third consecutive month, more than double the rate we need to consistently hit to bring inflation down to 2% YoY

TMT

AI productivity gains may be smaller than you’re expecting

Productivity gains generated by AI at macro level will be significant, but smaller than some expect

and

Global de-dollarisation takes a pause, embattled euro gives room for Asian FX

Global de-dollarisation on hold, euro is losing ground as currency of reserves and transactions, making way for other currencies.

Japan

The Bank of Japan’s new path ahead

The BoJ is set to normalise monetary policy once certain conditions are met

and

Report

ING’s April Monthly: Hello, hello, hello, how low?

Why we're finally turning more optimistic again on the global economy

Our latest

United Kingdom

UK wage growth proves sticky despite rising unemployment

Wage growth is temporarily stuck in the 6% area and that's another reason to think the BoE will wait until August to cut rates for the first time

FX Daily: CNY depreciation risk adds to bullish dollar tone

Weakness in the renminbi is adding to the overall strong dollar tone

China

China’s first quarter 2024 GDP beat forecasts as investment picks up

1Q24 China economic data review

Commodities daily

The Commodities Feed: Wait-and-see mode

China

Asia Morning Bites

Rates

Rates Spark

Rates Spark: Rates see near-term geopolitical risks averted

United States

US household spending holds firm

Retail, Construction & Manufacturing

Sustainability

Construction companies see efficiency gains due to milder winters

Poland

Polish CPI revised upwards; core and services inflation remain high

Decent eurozone production figures are no break from a weak trend

Commodities, Food & Agri

What new metal sanctions on Russia mean for global trade

Real intelligence on artificial intelligence

All of the latest details from our team on how they're expecting AI to impact markets, the path to net zero – and eventually, our daily lives

Regions

All over the world our analysts write about their dedicated region.

ING Monthly

Hello, hello, hello, how low?

Hello, hello, hello, how low?

Credit

Rates

Trade

Our first thoughts on the US election and the potential impact on Europe and markets

Commodities, Food & Agri

Energy

Tighter fundamentals and geopolitics are pushing commodities higher

Our view on the major central banks

United States

US resilience scuppers the case for early rate cuts

Sustainability matters

More sustainability

Retail, Construction & Manufacturing

Sustainability

Construction companies see efficiency gains due to milder winters

Commodities, Food & Agri

Sustainability

From grass to glass: The future for dairy companies on the path to net zero

Sustainability

Listen: How AI can help speed up the energy transition

Sustainability

United States

Can the SEC’s climate disclosure mandate rule the roost?

Full PDF reports

More reports

Report

ING’s April Monthly: Hello, hello, hello, how low?

Why we're finally turning more optimistic again on the global economy

CIS macro and credit: The path to normality

We update our macro and credit views on Armenia, Azerbaijan, Kazakhstan and Uzbekistan

and

Report

US Dollar Credit Supply: Notable supply in 1Q24

Slight slowdown in March, but record-breaking supply (US$206bn YTD) ahead of previous years

THINK vision

Smells like green shoots and exorbitant privilege

The eurozone’s sunnier spring forecast

We’re ‘laser-focused’ on the dollar’s decline

Carsten: Deciphering the cycle

FX Talking: Carry trade set to dominate

Our top calls for the future of scaling up hydrogen

Energy

Sustainability

Carsten: Reasons to be cheerful on the global economy

Three things holding back renewable energy progress

Energy

Sustainability

There’s more going on in the eurozone economy than you might think

Watch: The market’s bet against central banks could be misguided

Why we’re unlikely to see US rate cuts until May

Podcasts

More Podcasts

Japan

United States

Listen: Central banks and the road to rate cuts

In this week’s THINK aloud, we bring you the highlights of our quarterly Economics Live webinar

Sustainability

Listen: How AI can help speed up the energy transition

In this podcast, Ewa Manthey discusses how AI is being deployed in the metals and mining industry to find the critical raw materials necessary for the green…

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US household spending holds firm

Construction companies see efficiency gains due to milder winters

ING Monthly: Hello, hello, hello, how low?

Our first thoughts on the US election and the potential impact on Europe and markets

ECB’s press conference signals its first cut will be hawkish

US inflation quashes the chances of a June Fed rate cut

AI productivity gains may be smaller than you’re expecting

Global de-dollarisation takes a pause, embattled euro gives room for Asian FX

The Bank of Japan’s new path ahead

ING’s April Monthly: Hello, hello, hello, how low?

Our latest

UK wage growth proves sticky despite rising unemployment

FX Daily: CNY depreciation risk adds to bullish dollar tone

China’s first quarter 2024 GDP beat forecasts as investment picks up

Real intelligence on artificial intelligence

All over the world our analysts write about their dedicated region.

Get the latest economic and financial analysis sent straight to your inbox.

ING Monthly

Hello, hello, hello, how low?

Sustainability matters

Full PDF reports

ING’s April Monthly: Hello, hello, hello, how low?

CIS macro and credit: The path to normality

US Dollar Credit Supply: Notable supply in 1Q24

THINK vision

Podcasts

Listen: Central banks and the road to rate cuts

Listen: How AI can help speed up the energy transition

Twitter