ING Economic and Financial Analysis

The results of the double election day could bring new tensions in the federal government but should not destabilize the economy.Big and small. All Germans older than 18 years of age had the chance to...

The US manufacturing sector appears to be feeling the strain of President Trump’s efforts to level the playing field on trade.How resilient is the US economy?President Trump has talked of the US...

Strong growth, dropping Ifo and increasing PMI. How to read the latest data cacophony out of GermanyA morning with fresh hard and soft economic data from Germany once again shows that it currently...

Japan and Europe seem to be standing with the U.S. to prevent the rise of Chinese technology. But China could retaliate in ways that could prove very damagingU.S. adds allies to curb China's tech...

Elections to the European parliament take place over the next four days. Concerns are high that the centre ground continues to fragment and that populists succeed in sufficient numbers to derail...

The final countdown has started. Four more days and the time has come. Another make-it-or-break-it election on May 26. The fate of the German coalition depends on it. The fate of Europe, too. No,...

Your daily roundup of commodity news and ING viewsEnergyU.S. crude oil inventories: The API is scheduled to release its weekly inventory numbers for the U.S. later today, and expectations are that...

The U.S. decision to impose further tariffs on China has sparked concern that the yuan could weaken past the key 7-mark. But China won't face the burden of higher tariffs alone; the U.S. has as much,...

Your daily roundup of commodity news and ING viewsCOMEX Copper managed money position (000 lots)EnergyOPEC+ JMMC meeting: A handful of OPEC+ members met in Jeddah over the weekend for the Joint...

Despite signs of stabilisation in equity markets, sentiment could be quickly be underminedUSD: Renewed focus on the Fed this weekEquity markets are showing some signs of stabilisation after...

Russian GDP growth slowed from 2.7% year on year in 4Q18 to just 0.5% YoY in 1Q19, well below expectations. Unlike most commentators, we attribute this slowdown to a pause in the state CAPEX rather...

The rise of U.S.-China trade tensions will be the key theme next week. In the near-term, this is likely to dampen both sentiment and activity, and we may see this already reflected in the German IFO...

Investment, manufacturing and retail sales slowed in April. This could reflect that trade negotiations appeared to be progressing well in April, meaning the government could afford to slow down its...

Even though the industry contributed positively to GDP growth, thanks to a strong January, the declining trend in production has not abated.Industrial production fell by 0.3% in March, which was in...

The sell-off in risk assets has taken a pause but until a trade deal is done, investors will be reluctant to buy the dip.USD: Are stock markets telling Trump he pushed too hard?The sell-off in risk...

Short-term position adjustment could weigh on US assets this weekUSD: Washington could go all-in on protectionism this weekProspects of Washington extending tariffs to the entire range of Chinese...