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In case you missed it: Over-reaction and under-performance

  • 11 May 2018

The Bank of England doesn’t move, but did markets over-react? We tell you why we’ve changed our Malaysian ringgit and Swedish krona forecast. And don’t get carried away by the Eurozone’s recent strength; our new report asks whether it can ever escape its productivity rut.

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Can it last? The long awaited pickup in Eurozone productivity
Report

Can it last? The long awaited pickup in Eurozone productivity

As the Eurozone recovery matures, a more permanent pickup is not yet assured. In this major report, we note that major structural reforms have yet to take…

Bank of England stays on hold, but have markets overreacted?
Quick take
United Kingdom

Bank of England stays on hold, but have markets overreacted?

As the Bank of England points to a possible rebound in economic growth and further wage rises, we think markets may have been too quick to write off a…

Swedish krona: A forecast revision
FX Sweden

Swedish krona: A forecast revision

We expect the battered Swedish krona to remain under pressure as global trade tensions, domestic politics and low summer liquidity weigh on the currency.…

Malaysia: Mahathir returns, uncertainty lingers
Malaysia

Malaysia: Mahathir returns, uncertainty lingers

The lingering political and economic uncertainty ahead leads us to revise our end-2018 USD/MYR forecast to 4.05 from 3.84 previously

Hong Kong: Upgrading GDP growth for 2018
Quick take

Hong Kong: Upgrading GDP growth for 2018

The extremely strong growth of the Hong Kong economy in 1Q18 surprised us. The growth mainly came from consumption created by the wealth effect from…

SNB rallies against “Vollgeld initiative”
Switzerland

SNB rallies against “Vollgeld initiative”

The Swiss will vote on the “Vollgeld initiative” next month but according to polls, public opinion is still wavering and the central bank…

UK Switzerland Swiss National Bank Swedish krona Politics MYR Malaysia Housing Hong Kong GDP FX Consumption CHF Bank of England

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This publication has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument.
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