Client Investment Research
Eurozone bank lending dampened by ECB’s monetary tightening 1679906350
Market turmoil: Making sure you don’t make a drama out of a crisis… yet

Market turmoil: Making sure you don’t make a drama out of a crisis… yet

Article24 March 2023

Turmoil in the global banking industry, and the consequence of aggressive monetary tightening, have led people to question…

By Carsten Brzeski, James Knightley and 6 others
US Banks: The good and the bad

US Banks: The good and the bad

Opinion24 March 2023

Emergency Fed support for banks is at Great Financial Crisis proportions on some measures. Deposit flight from smaller…

By Padhraic Garvey, CFA
Carsten on a crisis avoided, at least for now

Carsten on a crisis avoided, at least for now

Article24 March 2023

It's been a turbulent few weeks for global markets, and concerns over the potential for yet another financial crisis…

By Carsten Brzeski
Spotify
Listen: Price stability vs financial stability

Listen: Price stability vs financial stability

Article23 March 2023

In this podcast, Padhraic Garvey, ING's Regional Head of Research in the Americas, and Antoine Bouvet, Head of…

By Padhraic Garvey, CFA, Antoine Bouvet and Rebecca Byrne
Bank of England tightening likely done as it hikes by 25bp

Bank of England tightening likely done as it hikes by 25bp

Snap23 March 2023

The BoE has kept its options open this month amid financial market turmoil. But assuming the tentatively encouraging…

By James Smith and Antoine Bouvet
SNB stands firm in the face of market turbulence with 50bp rate hike

SNB stands firm in the face of market turbulence with 50bp rate hike

Snap23 March 2023

Despite the events related to Credit Suisse, the Swiss National Bank (SNB) has not flinched and decided to raise its…

By Charlotte de Montpellier and Francesco Pesole
Fed hikes interest rates by 25bp, but acknowledges we are close to the peak

Fed hikes interest rates by 25bp, but acknowledges we are close to the peak

Article22 March 2023

The Federal Reserve has raised the policy rate by 25bp, but signalled it 'may' only hike once more. This is a…

By James Knightley, Padhraic Garvey, CFA and Francesco Pesole
Credit chaos: is the worst behind us?

Credit chaos: is the worst behind us?

Article21 March 2023

It's been anything but a dull week in the markets. And the distress in the banking system after the forced rescue of…

By Timothy Rahill, Suvi Platerink Kosonen and Jeroen van den Broek
Dollar funding solutions get beefed up

Dollar funding solutions get beefed up

Opinion19 March 2023

Another weekend, another set of announcements from the Federal Reserve, and other key central banks. Last weekend the Fed…

By Padhraic Garvey, CFA
Eurozone bank lending dampened by ECB’s monetary tightening
Eurozone bank lending dampened by ECB’s monetary tightening

SnapBank lending to corporates fell again in February, while growth in household…

1679906350
German Ifo continues upward trend
German Ifo continues upward trend

SnapAnother improvement in sentiment in the German economy as the Ifo index increased…

1679904792
FX Daily: Risk re-assessment?
FX Daily: Risk re-assessment?

ArticleJitters in European banks on Friday fuelled a recovery in the dollar against…

1679900825
The Commodities Feed: Further spec liquidation
The Commodities Feed: Further spec liquidation

ArticleGiven the moves seen in the oil market in recent weeks, it was no surprise that…

1679878083

US Banks: The good and the bad

By Padhraic Garvey, CFA US Banks: The good and the bad

OpinionEmergency Fed support for banks is at Great Financial Crisis proportions on some…
Czech National Bank preview: No action, with a preference for stability
Czech National Bank preview: No action, with a preference for stability

SnapThe Czech National Bank (CNB) will likely keep interest rates at the current level…

Banks and markets: our latest thoughts

Market turmoil: Making sure you don’t make a drama out of a crisis… yet
Market turmoil: Making sure you don’t make a drama out of a crisis… yet

ArticleTurmoil in the global banking industry, and the consequence of aggressive monetary…
US Banks: The good and the bad

OpinionEmergency Fed support for banks is at Great Financial Crisis proportions on some…
Carsten on a crisis avoided, at least for now

ArticleIt's been a turbulent few weeks for global markets, and concerns over the…
FX Daily: Risk re-assessment?

ArticleJitters in European banks on Friday fuelled a recovery in the dollar against…

1679900825
Listen: Price stability vs financial stability

ArticleIn this podcast, Padhraic Garvey, ING's Regional Head of Research in the…
Credit chaos: is the worst behind us?

ArticleIt's been anything but a dull week in the markets. And the distress in the…
Carsten on a crisis avoided, at least for now
Carsten on a crisis avoided, at least for now

ArticleIt's been a turbulent few weeks for global markets, and concerns over the…
Key events in developed markets next week
Key events in developed markets next week

ArticleIt's a much quieter week next week following the central bank meetings. Our…
Market turmoil: Making sure you don’t make a drama out of a crisis… yet
Market turmoil: Making sure you don’t make a drama out of a crisis… yet

ArticleTurmoil in the global banking industry, and the consequence of aggressive monetary…
Hungarian unemployment edges up
Hungarian unemployment edges up

SnapWe are seeing rising unemployment in Hungary as businesses implement hiring…
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Media

Market turmoil: a crisis avoided, at least for now
Market turmoil: a crisis avoided, at least for now
US: A tough call for the Fed amid banking turmoil
US: A tough call for the Fed amid banking turmoil
FX Talking: Dollar bear trend takes a rain check
FX Talking: Dollar bear trend takes a rain check
The search for renewed balance in the global economy
The search for renewed balance in the global economy
Synthetic fuels: A magic fix for aviation’s net-zero goals?
Synthetic fuels: A magic fix for aviation’s net-zero goals?
The future of UK rate hikes
The future of UK rate hikes
Watch: New year optimism may be short-lived
Watch: New year optimism may be short-lived
The ‘exceptionally damaging’ consequences of no deal on the US debt ceiling debate
The ‘exceptionally damaging’ consequences of no deal on the US debt ceiling debate
Here’s why we’re giving our euro dollar forecast a factory reset
Here’s why we’re giving our euro dollar forecast a factory reset
3 calls for 2023: Recession, inflation and central banks
3 calls for 2023: Recession, inflation and central banks
More trouble ahead for commodity markets in 2023
More trouble ahead for commodity markets in 2023
The path to boosting renewables in the US power sector
The path to boosting renewables in the US power sector
2023 FX Outlook: Dollar bears need patience
2023 FX Outlook: Dollar bears need patience
US mid-terms and the challenges still to come
US mid-terms and the challenges still to come
Central banks: A waiting game
Central banks: A waiting game
Shift in UK leadership reduces pressure on the Bank of England
Shift in UK leadership reduces pressure on the Bank of England
More economic drama for Europe amid global shockwaves
More economic drama for Europe amid global shockwaves
The Bank of England’s shrinking options amid the bond market meltdown
The Bank of England’s shrinking options amid the bond market meltdown
More economic pain ahead as the Fed’s inflation fight is far from finished
More economic pain ahead as the Fed’s inflation fight is far from finished
ECB hawks, the neutral level, and hikes ahead
ECB hawks, the neutral level, and hikes ahead

Reports

FX Talking: Dollar decline takes a raincheck
FX Talking: Dollar decline takes a raincheck

As we enter March, what has become clear to financial markets is that inflation is proving far stickier than most had felt…

By Chris Turner

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US Dollar Credit Supply: Substantial corporate supply in February
US Dollar Credit Supply: Substantial corporate supply in February

Corporate supply was very substantial in February, totalling US$126bn, and pushing YTD supply to record-breaking levels of…

By Timothy Rahill

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Euro Credit Supply: Pre-funding before CSPP & CBPP3 tapering
Euro Credit Supply: Pre-funding before CSPP & CBPP3 tapering

Corporate supply amounted to €27bn in February, up on last year’s €14bn, while covered bond supply remains…

By Timothy Rahill

Download PDF
The search for a new equilibrium: ING’s March Monthly
The search for a new equilibrium: ING’s March Monthly

With a longer period of subdued growth in the eurozone now expected alongside a significant slowdown for the US economy,…

By Carsten Brzeski

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Telecoms Outlook 2023: Navigating challenges at the speed of light
Telecoms Outlook 2023: Navigating challenges at the speed of light

From game-changing advancements in 5G technology to high levels of volatility in energy markets, the telecoms industry has…

By Jan Frederik Slijkerman

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Monitoring Poland: Resilient economy, persistent core CPI
Monitoring Poland: Resilient economy, persistent core CPI

The 2022 GDP figure confirmed Poland’s economic resilience, largely owing to solid manufacturing. The labour market…

By Rafal Benecki and Piotr Poplawski

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THINK aloud

Listen: Price stability vs financial stability
Spotify
Listen: Price stability vs financial stability

ArticleIn this podcast, Padhraic Garvey, ING's Regional Head of Research in the…
Listen: Higher for longer
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Listen: Higher for longer

ArticleIn this podcast, ING's James Knightley, Carsten Brzeski and James Smith discuss…
Listen: Ukraine war, one year on
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Listen: Ukraine war, one year on

ArticleOne year after Russia’s devastating invasion of Ukraine, Europe is still…
Listen: Are we there yet?
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Listen: Are we there yet?

ArticleIn this podcast, ING's James Knightley, Carsten Brzeski and James Smith discuss…

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