ING Economic and Financial Analysis

Global markets, already shaken by last week's dive, start the week in a cautious mood, as Brexit talks stall, Italy gets ready to submit its budget plan to the European Commission and the US prepares...

Fiscal-powered US outperformance continues to dominate FX markets while Italian politics is weighing on the EUR. If a Brexit withdrawal deal finally gets agreed, GBP could perform a little better too....

Emerging market currencies are not moving as a bloc any more, and investors are rightly taking a more differentiated view of the regional FX market. But there are too many moving parts to this story...

The S&P 500 sits just above its 200-day moving average today. That is an encouraging sign after recent declines. But just as you shouldn't breathe too big a sigh of relief after earth tremors end,...

Heading into next week’s key October EU summit, the pound is looking buoyant amid speculation that a Brexit Withdrawal Agreement is almost done. But much rests on the DUP's Arlene Foster...USD:...

Two questions arise in developed markets next week: Will some form of a Brexit deal be proposed in time for the European Council meeting, and will Italy be softening its budget stance? We also expect...

The combination of rising borrowing costs, trade tensions and geopolitical threats are stressing financial markets, but with US growth looking strong and inflation heading higher will the Federal...

The minutes of the ECB’s September meeting underline the Governing Council is very comfortable with the autopilot of a gradual quantitative easing taperingThree main take-aways from the...

The US Treasury is set to release its FX report anytime now. While no major US trading partner meets the technical criteria to be labelled a currency manipulator, there are risks the US administration...

August trade data is no game changer. After a disappointing industrial report, trade data brought little reliefExports fell againAfter yesterday’s disappointing industrial production data, this...

The global bond market rout has turned into a global stock market rout - which means no rest for the wicked FX markets. All the trade war noise from the IMF's World Economic Outlook and expected...

The US economy continues to roar, and with upward inflationary pressures, the Fed remains in tightening mode. But with just under five weeks to go until the November mid-terms, the Republicans are...

With trade tensions with the US only set to increase, we expect the People's Bank of China to allow the yuan to depreciate to 7.00 by the end of this year.Trade war looks set to be long and...

The ongoing trade war between the US and China has led to a sell-off in the equities market by foreign investors weakening the Taiwan dollar. The inflation release today won't lead to a central bank...

IMF data shows another decline in the US dollar's share of global FX reserves. Here's why it mattersUSD: Not everyone’s in love with the dollarWe rarely talk about the dollar’s hegemony...

Hurricane Florence risks a softer set of US September jobs numbers, but the clean-up, rebuild and replace effort will see a corresponding bounce in October.Jobs growthThe pace of jobs creation has...