THINK economic and financial analysis
FX Talking: A trip down the de-escalator
Bundle FX
Bundle

FX Talking: A trip down the de-escalator


G10 currency performance this year will hinge on how central banks respond to the inflation shock

Carsten: What the Middle East war means for the economy right now


Carsten Brzeski on ING's latest predictions

Carsten Brzeski

ING Monthly: The world waits for a climbdown
Bundle
Bundle

ING Monthly: The world waits for a climbdown


With every passing day of a de facto blockade of the Strait of Hormuz, the risk of knock-on effects for the global economy grows
Three scenarios for energy, central banks, rates and FX markets

Three scenarios for energy, central banks, rates and FX markets


How a prolonged disruption to Middle East energy flows could affect inflation, interest rates and currencies

Warren Patterson, Carsten Brzeski and 4 others

'Team Transitory' holds for now in the States
United States

'Team Transitory' holds for now in the States


US inflation is rising but rate cuts seem more likely

James Knightley

Energy market outlook hinges on the Middle East
Commodities, Food & Agri
Energy

Energy market outlook hinges on the Middle East


The key factor for energy markets remains developments in the Middle East

Warren Patterson

Belgium’s fiscal clean-up still has a long way to go
Belgium

Belgium’s fiscal clean-up still has a long way to go


The challenges of reducing the public deficit and stabilising debt are weighing on the Belgian economy

Philippe Ledent

Trade watch

Trade watch

The latest updates from our team of economists and strategists on the ongoing trade war turmoil and tariff developments
Regions

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

Our latest

More articles
FX
G10 FX Talking: Time to back the hawkish central banks

G10 FX Talking: Time to back the hawkish central banks

Real interest rates will become increasingly important this year. A dovish Fed should mean the dollar can fall further
FX
Czech Republic
Hungary
EMEA FX Talking: A new dawn for the forint

EMEA FX Talking: A new dawn for the forint

The EUR/HUF move can extend to 350 over the coming months as Hungary's relations with Brussels improve
FX
Argentina
Brazil
Latam FX Talking: The Brazilian real has fared well from the crisis

Latam FX Talking: The Brazilian real has fared well from the crisis

We expect the Brazilian real to attract the most interest from international investors this year
Carsten: What the Middle East war means for the economy right now
FX
Australia
China
Asia FX Talking: North-south divide
Asia FX Talking: North-south divide
FX
FX Talking: Forecast Table
FX Talking: Forecast Table
Hungary
Double-digit wage growth makes a cameo appearance in Hungary
Double-digit wage growth makes a cameo appearance in Hungary
Belgium
Belgium’s fiscal clean-up still has a long way to go
Belgium’s fiscal clean-up still has a long way to go
FX
FX Daily: Equities-oil mix driving G10 divergence
FX Daily: Equities-oil mix driving G10 divergence
Rates Spark
Rates Spark: Expectation management
Rates Spark: Expectation management
Asia week ahead
China
Indonesia
Asia Week ahead: Rate decisions in China, Indonesia, Philippines and data from Japan and Korea
Asia Week ahead: Rate decisions in China, Indonesia, Philippines and data from Japan and Korea

ING Monthly: War in the Middle East

The world waits for a climbdown>
The world waits for a climbdown
Three scenarios for energy, central banks, rates and FX markets
Commodities, Food & Agri
Energy
Energy market outlook hinges on the Middle East
United States
'Team Transitory' holds for now in the States
ECB set to signal an ‘insurance’ rate hike

Sustainability matters

More sustainability
Energy
Sustainability
How Europe can reduce reliance on imported gas and what it means for business leaders

How Europe can reduce reliance on imported gas and what it means for business leaders

As Europe confronts a new energy crisis, we look at how Europe can strengthen energy security

Energy
Sustainability
Sustainable Debt Outlook 2026: Higher issuance with changing compositions

Sustainable Debt Outlook 2026: Higher issuance with changing compositions

Global sustainable finance is set to regain growth in 2026
Financial Institutions
Sustainability
ESG Omnibus: Throwing the baby out with the bathwater

ESG Omnibus: Throwing the baby out with the bathwater

This will be a positive for banks which are no longer required to report on ESG but significantly complicate disclosures for those still in scope
Energy
Sustainability
Renewables growth to be driven by shifting priorities

Renewables growth to be driven by shifting priorities

Growth in solar and wind power will be driven by rising demand and efforts to enhance energy security and competitiveness
Energy
Sustainability
Hydrogen stuck in the pilot phase

Hydrogen stuck in the pilot phase

Outlook and system change for low carbon hydrogen

Energy
Sustainability
Carbon capture and storage enters a new era of progress

Carbon capture and storage enters a new era of progress

Our take on the key trends and forecasts for the carbon capture and storage industry in 2026 (CCS and CCUS)

Full PDF reports

More reports
Report FX
FX Talking: A trip down the de-escalator
Report

FX Talking: A trip down the de-escalator

The full report for April's FX Talking

Chris Turner and Francesco Pesole

Download PDF
Report
ING Monthly: The world waits for a climbdown
Report

ING Monthly: The world waits for a climbdown

The six weeks of war in the Middle East have created a new stagflationary drag on the global economy

Carsten Brzeski

Download PDF
Report Credit
US Dollar Credit Supply: Very hefty supply in March
Report

US Dollar Credit Supply: Very hefty supply in March

Strong supply levels for both corporates and financials in March

Timothy Rahill and Marine Leleux

Download PDF

THINK Vision

What the Middle East war means for the global economy right now
How the energy shock is hammering the construction industry
Are markets really expecting two ECB rate hikes this year?
Rates
European pharma’s fight to stay relevant
Why we still think EUR/USD can reach 1.20
Your oil questions answered
The global economic implications of war in the Middle East
FX
Rates
Commodities, Food & Agri
Energy
Transport & Logistics
US growth poised for a post-shutdown bounce
United States
Why it’s all change for Europe’s real estate sector
Complacency is a real danger for Europe’s economy
We’re just in the middle of seismic geopolitical change

Podcasts

More podcasts
Icon Podcast
Listen: Firings, the Fed's future, and the fallout for policy and markets

Listen: Firings, the Fed's future, and the fallout for policy and markets

In this podcast, we discuss President Trump’s efforts to steer monetary policy - and what that could mean for US economy and financial markets
Icon Podcast
Listen: How Trump, Russian sanctions, and China's slowdown will shape commodities in 2025

Listen: How Trump, Russian sanctions, and China's slowdown will shape commodities in 2025

In this podcast, ING's Warren Patterson and Ewa Manthey share their views on the outlook for commodities markets this year

Twitter

Follow
You have selected 'limited functionalities' in the cookie consent. Go to Cookie Statement to read more about it and change your settings.