THINK economic and financial analysis

Meet the team

Share

More from

FX
FX Daily: CPI may keep dollar going

FX Daily: CPI may keep dollar going

The dollar rally is at risk of some positioning-led correction, but our expectation is that US core CPI will come in at a relatively hot 0.3% MoM
FX
FX Markets in 2025 - ING's big calls

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
Rates
Rates Spark
Rates Spark: Another hot US CPI expected

Rates Spark: Another hot US CPI expected

US CPI numbers will be published today, which may pare back Fed easing expectations further
Asia Morning Bites
Australia
India
South Korea
Asia Morning Bites
Asia Morning Bites
The Netherlands
Dutch pension funds may demand more shorter-dated hedges
Dutch pension funds may demand more shorter-dated hedges
Hungary
Hungarian inflation sees a slight increase
Hungarian inflation sees a slight increase
Turkey
Turkey's current account remains benign in September
Turkey’s current account remains benign in September
Romania
Why we're raising our inflation forecasts for Romania
Why we’re raising our inflation forecasts for Romania
United Kingdom
UK wage growth remains sticky despite cooling jobs market
UK wage growth remains sticky despite cooling jobs market
FX
FX Daily: Options market suggests active engagement in dollar rally
FX Daily: Options market suggests active engagement in dollar rally
Commodities daily
The Commodities Feed: Natural gas surges
The Commodities Feed: Natural gas surges
Report Credit
US Dollar Credit Supply: We expect higher USD supply in 2025
US Dollar Credit Supply: We expect higher USD supply in 2025
Report Credit
Euro Credit Supply: Another year of hefty EUR supply in 2025
Euro Credit Supply: Another year of hefty EUR supply in 2025
Czech Republic
Rise in Czech headline and core inflation suggest a cautious policy stance
Rise in Czech headline and core inflation suggest a cautious policy stance
FX
Live Event: FX Markets in 2025
Live Event: FX Markets in 2025