ING Economic and Financial Analysis

Manufacturing and services data dominate next week, giving us an insight into how businesses are coping with trade concerns and weakening economic momentum in Europe.US: Weather takes its toll?We get...

German inflation at seven-year high but still little evidence of a sustainable increase in underlying inflationBased on the results of seven regional states, German headline inflation accelerated in...

With some Hong Kong banks increasing their benchmark lending rates, mortgage repayments could become increasingly difficult, affecting demand for properties and other asset markets, too.Stressed...

While other data still have yet to show the trade war impact, industrial profits seem to show that the trade war is eating up profits of manufacturers in China, and even more so for foreign...

We expect the central bank to stay put for 2018 and perhaps even for 2019 as it is difficult to cut interest rates to help a gradually slowing economy. The central bank has to save rate cuts as a last...

How long will the Fed's tightening cycle last? That's what's most important for the direction of the dollar. Here are three key signals to look out for.USD: Expect a ‘buy the rumour, sell the...

The strength of the domestic economy and rising price pressures will ensure another rate hike on Wednesday, but will emerging market and trade concerns result in a slower path of Fed tightening next...

Swedish politics, Bank of England speakers and a Fed meeting - which should conclude in a 25bp rate hike - are among next week's highlights for developed marketsUS: Gradually climbingThe US highlight...

President Trump has announced the latest round of tariffs on imports from China with China vowing an immediate response. With the president's approval rating at a four-month low and the mid-terms fast...

After announcing 10% tariffs on $200 billion of goods, the US said it would raise it to 25% in 2019. The tariff list has also been revised to exclude some consumer goods. We believe that China will...

After announcing 10% tariffs on $200 billion of goods, the US said it would raise it to 25% in 2019. The tariff list has also been revised to exclude some consumer goods. We believe that China will...

Between the late-cycle and the golden decade, the German economy is experiencing an unusual fluctuation in high-frequency data but the underlying trend remains robust. Could feel a bit like an Indian...

Norway's central bank follows the ECB and Bank of England in setting monetary policy next week. Unlike its counterparts, however, we expect the Norges Bank to hike rates and signal somewhat faster...

The US retail sales data for August is not as good as hoped although there was an upward revision to the previous month. The underlying story is very positive, but bad weather could distort upcoming...

The ECB announces a reduction of monthly QE purchases and leaves forward guidance unchanged.When does a central banker know that he (or she) has done an immaculate job? When quantitative easing is...

The European Central Bank, Bank of England and Central Bank of Turkey are set to meet today. Here's how we expect things to shape up.USD: Economic Earth, Central Bank Wind and Political Fire......