ING THINK economic and financial analysis | ING Think
In this week's THINK aloud, a replay of our live webinar, ING analysts discuss why 2025 could be a tough year for credit. Jeroen van den Broek, Timothy Rahill and 3 others. China.
Forecasts - ING Think
Our global economic and financial forecasts. Find out what our economists and strategists are expecting over coming quarters. Growth (GDP)
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Latest and Most read on ING THINK. ING Global Markets Research. If you are acting in a professional capacity and look for investment research, visit research.ing.com
Rates Spark: Euro rates driven by ECB cut expectations
14 hours ago · European Central Bank rate-cutting expectations continue to be the theme driving euro rates, and also at the longer end of the curve. The terminal rate as priced by ESTR swaps was pushed down by some 7bp and is now around 1.75%, in line with our forecast. Interestingly, most movement was in the belly of the curve, whilst the probability of a ...
FX Daily: A taste of what’s to come | articles | ING Think
1 day ago · USD: Bullish sentiment seemingly untouched. Our very first key FX advice for 2025 is not to overthink dollar strength and to trust the general direction of a stronger dollar on the back of Trump’s domestic and trade agenda. We think this week’s price action has given us a taste of what’s to come in FX markets in this second Trump term, with …
AI - ING Think
AI frontrunners will benefit most, with Microsoft in the lead. TMT AI. Data is the new gold for AI development. TMT AI. AI revolution driven by new supercomputers. TMT AI. AI productivity gains may be smaller than you’re expecting. AI. AI will fundamentally transform the job market but the risk of mass unemployment is low.
How things can go wrong – or right – for the global economy
Oct 10, 2024 · There are three obvious ways that our forecasts could be too pessimistic. Firstly, the US economy continues to prove resilient despite the negative signals coming from some of the recent survey data. Healthy profit margins and corporate balance sheets allow the economy to shrug off the impact of past rate hikes.
ING Monthly: Just hang on in there | articles - ING Think
Jan 6, 2022 · However, we stand by our scenario of an acceleration in growth from 2Q onwards, leading to 3.8% GDP growth in 2022. While inflation is still likely to drop just below 2% in 4Q 2022, we've again had to revise up the near-time outlook on the back of high energy prices, yielding an average 2.9% headline inflation rate for the year.
Cooling US consumer spending points to weakening inflation threat
Jun 18, 2024 · Softer spending growth highlights intensifying consumer pressures. US retail sales for May are disappointing, rising 0.1% month-on-month versus the 0.3% consensus while April was revised to show a 0.2% contraction rather than the 0% outcome initially reported.
Real intelligence on artificial intelligence | topics | ING ... - ING Think
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. AI.