In case you missed it: The ‘Powell put’

Rate cuts from Washington seem to be universally expected, we're now forecasting two this year. The Chinese government seems set to pull out all the stops to maintain stability but despite their best efforts, the trade situation will probably get worse before it gets better. In Europe, the musical chairs for top jobs in the EU and the UK goes on

In this bundle

Two US rate cuts this year - we’ve changed our view

Trade worries are not abating and the economy is starting to feel the strain. The Federal Reserve is preparing for a change of course and we now look for…

China

Stability, not growth, is China’s domestic focus amid the trade war

Weak Chinese exports are hitting the country's supply chains. With no deal in sight in the trade war, we’re expecting the Chinese government to…

United Kingdom

Three scenarios for Brexit under Boris Johnson

A new eurosceptic UK prime minister will face stiff opposition from Parliament if they push for a 'no deal' Brexit. That might lead to another…

Opinion

By Carsten Brzeski

ECB: About bazookas and water pistols

At last week’s meeting in Vilnius, ECB president Mario Draghi sent a strong signal that the ECB was only one small economic slip away from new…

Switzerland

Swiss National bank: Doves remain silent

The Swiss central bank decided today to keep its monetary policy unchanged and leave the main policy rate at -0.75%. It has reiterated its willingness to…

Europe’s crucial choice: Who’ll be the next ECB president?

The next president of the European Central Bank should be decided at a crucial European summit on June 20th. ING's Carsten Brzeski looks at who's…

Brazil: No room for rate cuts just yet

Central bankers seem reluctant to ease monetary policy, despite the poor activity prints seen lately. With passage of fiscal legislation still uncertain,…

Retail, Construction & Manufacturing

European builders frontrunners in robotics

The global construction sector is not known for innovation. But in Europe, that's changing

Report

June economic update: Monetary policy to the rescue

Financial markets are clamouring for policy stimulus as trade tensions and worries about global growth mount. Optimism that China and the US will settle…