In case you missed it: Fear factor returns

Despite tariff delays, the chatter about inverted yield curves and the 'r' word has brought back the sombre mood. The fact that Chinese industrial production hit a 17-year low, Germany's golden decade has ended and we've notched up our no-deal Brexit probability to 25% hasn't helped either. All eyes on the annual Jackson Hole symposium next week

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US: The self-fulfilling threat of an inverted yield curve

Opinion

By James Knightley

US: The self-fulfilling threat of an inverted yield curve

The market is worried about a recession. For now we don't see it, but there is a chance the fear becomes self-fulfilling

FX: The delay in some US tariffs on China and the implications for FX

The announced delay on some of the US tariffs on China is positive news for USD vs low yielding FX such as JPY, EUR and CHF. On the flip side, the dollar…

United Kingdom

Brexit: Four factors driving the risk of ‘no deal’

A 'no deal' Brexit has undoubtedly become more likely in recent days - the EU is unlikely to offer anything big, and Parliament faces an uphill…

Italy

Italian politics: What now?

While speculations about an alternative majority have mounted in Italy, elections still seem the most likely outcome. Uncertainty is likely to linger, and…

Germany

Watch: Germany, the end of a golden decade

A lack of structural reforms and infrastructure investment has led to the end of Germany's 'golden decade', according to ING's Carsten…

China

A weak Chinese economy

Chinese industrial output reaches a 17-year low, echoing the recent slow credit growth. It's the result of the government opting for stability rather…

The Netherlands

The Netherlands GDP: Stubbornly steaming ahead

Dutch economic growth beat the eurozone average by some margin as it came in at 0.5% QoQ in the second quarter. The question is how long this resilience…

United Kingdom

Watch: No deal Brexit chances are rising; this is what’s happening

A 25% chance of a 'no-deal' Brexit, a 40% chance of a UK general election and EUR/GBP hitting 0.95 this quarter. Those are our latest Brexit…

German recession fears, should we blame the Chinese car market?

Germany

China

German recession fears, should we blame the Chinese car market?

The current slowdown of the German economy is closely linked to problems in the automotive sector. What role does China play in all of this?

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