ING Economic and Financial Analysis

President Xi has emphasized the economy is being hit by external forces and needs measures to support growth. At the same time, the National Council has announced a stimulus package. But the amount of...

On face value, a flat monthly figure isn’t always good news, but Canada's August GDP numbers released tomorrow are expected to show the economy is still close to its potential. Our growth...

Readings on eurozone GDP and German inflation will set the tone for the beleaguered euro todayEUR: Limited fallout if macro data stays solid in the face of political noiseThe euro remains under...

We expect that China's manufacturing PMI and non-manufacturing PMI will continue to drop but show that activity is still expanding, thanks to tax cuts and other stimulus measures.Manufacturing...

Two weeks after the Bavarian elections, voters in the state Hesse confirmed the ongoing process of political defragmentation and a transition to a post-Merkel era - making German national politics...

A packed week ahead for developed markets. The US jobs report, UK's autumn budget announcement and key data releases from the Eurozone steal the spotlightUS: Hitting new heightsThe US economy looks...

The key data release this Friday is US GDP but there are still ramifications from yesterday's ECB meeting that could influence FX markets.EUR: A benign S&P Italy ratings outcome would help...

Another drop in the Ifo index is a reason for caution but not for concern. The current assessment component is still pointing to solid growth at the start of the final quarter of the...

The October ECB meeting takes centre stage this Thursday so how might was President Draghi say weigh on the forex markets?EUR: Draghi to dance around Italy and BrexitThe attention shifts from Rome to...

Another robust GDP report will leave the US firmly on track to hit 3% growth for 2018, but will it be enough to help the Republicans retain control of Congress?This week’s data highlight is...

The recent flattening of the US yield curve hasn't hurt the dollar.USD: Looking strongerIt’s probably too early to talk of a great rotation from US equities into debt, but the recent 10bp...

The pound's under pressure, yet again. Here's what else is happening in the currency marketsUSD: Global FX markets eye calm before the G20 central bank meeting stormBefore a busy week of G20 central...

Everything you need to know about central bank policy around the worldFederal Reserve: Look for slightly more modest rate rises in 2019While the Federal Reserve no longer views monetary policy as...

Global FX markets have started the week taking their cue from weekend events in China again, but we think the rest of the week will be about US third-quarter GDP, the Italian budget and the October...

A third-quarter reading on US GDP and a flurry of central bank policy meetings top the agenda next week. The European Central Bank is not expected to deviate from its plan to unwind quantitative...

The Federal Reserve may be President Trump’s “biggest threat” but in the eurozone, tighter ECB policy is way down the list of things to worry about.What a difference six weeks can...