News

The US 3yr auction tailed slightly on Tuesday. The excuse is it's rich compared to where it was. But it's actually not rich versus the market expectations for the funds rate. The 10yr auction is up ...
More disappointing US data today in the form of the July ISM services index, which fell to 50.1 from 50.8, rather than rise ...
We expect the National Bank of Romania (NBR) to keep its policy unchanged at 6.50% at its 8 August meeting. The Bank faces a ...
Do your thing with economic and financial analysis from ING Research ...
Consumer prices maintain solid growth, with persistent core inflation outweigh by softer food price dynamic. Both headline and core inflation may hover ...
ING's Diederik Stadig on how the latest tariff developments could impact both consumers and the pharmaceutical industry ...
USD: BRICS in focus. The dollar is consolidating after Friday's heavy losses. And the greater market interest in the short ...
With inflation steady near 2% throughout this year and expectations declining toward 2%, we consider prices well anchored within the Bank of Korea’s target range. As a result, policy focus has shifted ...
The US curve has some steepening potential to play with, while the eurozone has some positive data surprises to price in ...
There's now a much higher probability that the US Fed will start cutting interest rates soon. ING's James Knightley says our thinking has started to change ...
CPI inflation in July came in at 2.06% month-on-month, falling short of both the consensus forecast and our projection of 2.5% ...
Uncertainty about the quality of US data is not a good look for US asset markets and could add some more risk premium both into the dollar and Treasuries. For Treasuries, this week sees $125bn in ...