In case you missed it: The new reality

ECB meeting: Increased alertness

The European Central Bank has woken up to the new reality of increased uncertainty, and become more dovish in the process. At the same time, the bank has…

EUR & ECB: No help provided and none to be expected

The cautious and dovish ECB bias today underlines the lack of domestic reasons for a meaningful EUR upside. We expect EUR/USD to rise persistently but…

Germany: Another shocker in the Ifo

The German Ifo takes another nosedive, boding ill for any quick rebound of the German economy

World trade: Trade war is starting to kick in

World trade is in reverse. In November 2018, 1.6% fewer goods crossed borders than in the previous month when the volume of world trade still grew 1.2% on…

A recovery in the US housing market can only be good news

Watch: The economic cost of the US government shutdown

ING's James Knightley says the economic consequences of the US government shutdown are becoming more serious

Three thoughts on Brexit as lawmakers prepare to vote on ‘Plan B’

As we edge closer to a credible path to avoiding ‘no deal’, businesses are likely to remain wary when it comes to investment until any Article…

Korea: Steady, but not exciting

Korea grew 2.7% in 2018, helped by a stronger-than-expected final quarter, which in turn was helped by some robust, but questionably sustainable growth in…