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Covid-19: The world’s slow, uneven recovery

  • 24 July 2020

What does the European leaders’ agreement mean in practice for the continent’s Covid-19 recovery? And what next for America as a Republican stimulus packed is delayed? The Fed meets next week as housing in the States rebounds. Here’s our roundup of the top stories from ING Research

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In this bundle

EU summit: A historic deal reached
21 July 2020

EU summit: A historic deal reached

A marathon negotiation has resulted in an agreement on the EU budget and recovery fund. It is a significant step of solidarity and integration, but the…

The economic impact of Europe's audacious recovery plan
24 July 2020

The economic impact of Europe's audacious recovery plan

The EU's Recovery and Resilience Fund is no game-changer for economic growth, but it's no paper tiger either. It will nudge the recovery in the…

FX implications of the EU Summit
FX
21 July 2020

FX implications of the EU Summit

With plenty of good news priced into euro ahead of the EU summit, the reaction to the agreement today was limited. Yet, we don’t expect a…

CEE implications from the EU recovery fund
Quick take
Czech Republic Hungary
22 July 2020

CEE implications from the EU recovery fund

EU recovery fund and the EU budget is positive for the CEE region with the EU transfers into CEE in the 2021-27 period rising vs the prior budget. As the…

US housing market bounces with a capital "V"
United States
24 July 2020

US housing market bounces with a capital "V"

As the debate goes on about the shape of the overall US economic recovery, in the housing market there is little doubt it is a “V”. This has…

US: Labour market strains intensify
Quick take
United States
23 July 2020

US: Labour market strains intensify

A pick-up in jobless claims underlines the economic pain from renewed Covid containment measures in many states. A more pressing issue is what will happen…

EM sovereign debt: No time to be complacent on fallen angel risks
Report
Credit Romania
20 July 2020

EM sovereign debt: No time to be complacent on fallen angel risks

Amid the pandemic and oil price collapse, fundamentals of emerging market sovereigns have come under pressure across the board, resulting in a peak of 28…

European oil and gas majors: The road to a green business model
Report
Commodities, Food & Agri Energy Sustainability
20 July 2020

European oil and gas majors: The road to a green business model

European energy companies have announced new strategies which include a shift towards greener business models. In this report, we look at some of the…

US Unemployment Recovery fund Rating LATAM Jobless claims Housing GDP Eurozone Energy Transition Energy Emerging markets Debt Consumer spending Construction CEE region

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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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