ING THINK economic and financial analysis

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

The challenges for Europe after Trump's US victory

Credit

Real estate

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

, and 3 others

China

China announces huge debt package ahead of ‘forceful’ stimulus

China announces measures to tackle local government debt issues

Bundle

ING Monthly: What a second Trump term means for you

The Trump effect on Europe and the rest of the world

Our latest

Poland

Why Poland’s external position is beginning to deteriorate

Poland's current account deficit reached nearly €1.5bn in September

How preferred is preferred senior?

Upcoming revisions to the CMDI framework and CRR amendments are generally negative for preferred senior unsecured bonds

Less sustainable issuance by banks in 2025

Banks are expected to reduce their issuance of sustainable formats next year against the backdrop of overall lower issuance volumes

Keeping an eye on private markets’ not so private vulnerabilities

From peaks to plateau: EUR bank bond supply in 2025

ECB rate cuts will benefit bank loan quality

FX Daily: CPI may keep dollar going

FX Markets in 2025 - ING’s big calls

Rates

Rates Spark

Rates Spark: Another hot US CPI expected

Asia Morning Bites

The Netherlands

Dutch pension funds may demand more shorter-dated hedges

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

Trump wins: Tax cuts come with a cost

Commodities, Food & Agri

Energy

What a Trump presidency means for oil and gas markets

Rates

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

Less sustainable issuance by banks in 2025

Opinion

By Thijs Geijer and Marieke Blom

Putting a price on nature: why preserving our biodiversity doesn’t have to be costly

Energy

Corporate Sector Coverage

The cost of constructing a greener future for the cement industry

Commodities, Food & Agri

Much needed EU Deforestation Regulation encounters serious setback

Full PDF reports

More reports

Report Financial Institutions

Bank Outlook 2025: Bank risks and market shifts

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

, and

Report Credit

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

Report Credit

Euro Credit Supply: Another year of hefty EUR supply in 2025

We forecast €400bn in EUR corporate supply in 2025

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?

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

Trump, Harris and America’s sustainability path

Fed rate cuts, the US election and an FX market on the move

The summer feel-good factor didn’t last long

Trump v Harris: 3 likely scenarios

Podcasts

More Podcasts

Credit