THINK economic and financial analysis
THINK Ahead: A song for Europe

THINK Ahead: A song for Europe


James Smith’s cheerful guide to next week

James Smith, James Knightley and 4 others

Rates: Three reasons 10Y gilt yields should revert below USTs, eventually
Rates

Rates: Three reasons 10Y gilt yields should revert below USTs, eventually


Gilt yields should revert lower, but we may have to wait until 2025

Michiel Tukker and James Smith

Listen: FX Outlook 2025 - How Trump's policies will ripple through global markets
FX

Listen: FX Outlook 2025 - How Trump’s policies will ripple through global markets


In this podcast, ING's FX strategists Chris Turner, Francesco Pesole and Frantisek Taborsky discuss how Trump's policies will reshape global…

Chris Turner, Francesco Pesole and 2 others

With or without the debt brake, fiscal stimulus will have to come to Germany
Germany

With or without the debt brake, fiscal stimulus will have to come to Germany


The next German government will have to make the debt brake more flexible

Carsten Brzeski

Why slowing GDP won't deter Japan's policy normalisation
Japan

Why slowing GDP won’t deter Japan’s policy normalisation


Japan's GDP growth slowed but private consumption grew solidly in the third quarter

Min Joo Kang

Greening aluminium: Its less than shiny net-zero reputation
Bundle

Greening aluminium: Its less than shiny net-zero reputation


The aluminium industry's drive to decarbonise isn't going smoothly
Live Event: Cutting Carbon - The Future of Aluminium Production

Live Event: Cutting Carbon - The Future of Aluminium Production


In this webinar, ING analysts discuss the industry’s current state, decarbonisation pathways, and the progress of major producers in sustainability

Coco Zhang, Egor Fedorov and 2 others

FX Talking: Playing the long dollar game
Bundle FX

FX Talking: Playing the long dollar game


Our team's take on what could be on the cards for FX markets across the globe following a sweeping Trump victory
FX Markets in 2025 - ING's big calls
FX

FX Markets in 2025 - ING’s big calls


ING's FX calls for 2025 after Trump's victory and the implications for monetary policy and growth

Chris Turner, Francesco Pesole and 3 others

Bank Outlook 2025: Clearing the fog – bank risks and market shifts
Bundle Financial Institutions

Bank Outlook 2025: Clearing the fog – bank risks and market shifts


All the latest from our team on what 2025 could bring for banks

United States

Watch: Europe’s problems just got bigger after Trump’s victory


The challenges for Europe after Trump's US victory

Carsten Brzeski

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United Kingdom
Sticky UK services inflation to keep BoE cutting gradually (for now)

Sticky UK services inflation to keep BoE cutting gradually (for now)

Sticky inflation reduces the chance of a rate cut in December
FX
FX Daily: FX market looking through geopolitical risk

FX Daily: FX market looking through geopolitical risk

The escalation in the Russia-Ukraine conflict had only a short-lived impact on FX
Rates
Rates Spark
Rates Spark: Risk-off reflexes at work

Rates Spark: Risk-off reflexes at work

Headlines about the Ukrainian conflict has led to a flight to quality, thereby sending the Bund swap spread almost back to zero

Commodities daily
The Commodities Feed: Russia-Ukraine escalation
The Commodities Feed: Russia-Ukraine escalation
Asia Morning Bites
China
Indonesia
Japan
Asia Morning Bites
Asia Morning Bites
United States
US state payrolls numbers confirm the cooling jobs narrative
US state payrolls numbers confirm the cooling jobs narrative
Hungary
National Bank of Hungary Review: Pandora's box remains closed
National Bank of Hungary Review: Pandora’s box remains closed
FX
FX Daily: Focus on the Treasury Secretary pick
FX Daily: Focus on the Treasury Secretary pick
Rates
Rates Spark
Rates Spark: Markets speculate on 2025 central bank cuts
Rates Spark: Markets speculate on 2025 central bank cuts
Commodities daily
The Commodities Feed: Russian gas flows continue
The Commodities Feed: Russian gas flows continue
Opinion

By Gerben Hieminga and Coco Zhang

Everything corporate leaders should know about COP29
Everything corporate leaders should know about COP29
Real intelligence on artificial intelligence
 

Real intelligence on artificial intelligence

All of the latest from our team on what new developments in AI could bring for the global economy
Regions

All over the world our analysts write about their dedicated region.

Donald Trump and our US election reaction

United States
Trump wins: Tax cuts come with a cost
Trump wins: Tax cuts come with a cost
Commodities, Food & Agri
Energy
United States
What a Trump presidency means for oil and gas markets
FX
Rates
United States
Watch: How Trump’s win is changing market sentiment
What Donald Trump’s victory means for China
Rates
Rates Spark
Rates Spark: US yields rise amid rising Trump clean sweep bets

Sustainability matters

More sustainability
Opinion

By Gerben Hieminga and Coco Zhang

Everything corporate leaders should know about COP29
Everything corporate leaders should know about COP29
Commodities, Food & Agri
Energy
Sustainability
Greening aluminium: The urgent need to reduce emissions
Greening aluminium: The urgent need to reduce emissions
Commodities, Food & Agri
Energy
Sustainability
Greening aluminium: How to cut emissions
Greening aluminium: How to cut emissions
Commodities, Food & Agri
Sustainability
Greening aluminium: Ambitious goals on decarbonisation, but little progress
Greening aluminium: Ambitious goals on decarbonisation, but little progress

Full PDF reports

More reports
Report FX
FX Talking
FX Talking: Playing the long dollar game

FX Talking: Playing the long dollar game

The full report on our predictions for FX markets following a sweeping Trump victory

Chris Turner and Francesco Pesole

Download PDF
Report Financial Institutions
Bank Outlook 2025: Bank risks and market shifts

Bank Outlook 2025: Bank risks and market shifts

Our comprehensive look at the challenges and opportunities facing financial institutions next year

Suvi Platerink Kosonen, Maureen Schuller and Marine Leleux

Download PDF
Report Credit
US Dollar Credit Supply: We expect higher USD supply in 2025

US Dollar Credit Supply: We expect higher USD supply in 2025

We expect USD corporate supply to increase to US$850bn in 2025, making it a bumper year but not record-breaking

Timothy Rahill

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THINK vision

Europe’s problems just got bigger with Trump’s election victory
How Trump’s victory is changing market sentiment
The dollar’s dominance is secure, despite BRICS countries’ hopes
Fed rate cuts: How fast and how far?
United States
How central European countries are avoiding the ‘middle income trap’
Watch: Monetary policy should not be the only game in town
Why green bonds are set to bounce back next year
Sustainability
Trump, Harris and America’s sustainability path
Fed rate cuts, the US election and an FX market on the move
FX
The summer feel-good factor didn’t last long
Trump v Harris: 3 likely scenarios

Podcasts

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Icon Podcast FX
Listen: FX Outlook 2025 - How Trump's policies will ripple through global markets

Listen: FX Outlook 2025 - How Trump’s policies will ripple through global markets

In this podcast, ING's FX strategists Chris Turner, Francesco Pesole and Frantisek Taborsky discuss how Trump's policies will reshape global…
Icon Podcast Credit
Financial Institutions
Real estate
Listen: Credit Outlook 2025

Listen: Credit Outlook 2025

In this week's THINK aloud, a replay of our live webinar, ING analysts discuss why 2025 could be a tough year for credit

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