Bundle

In case you missed it: Trump 2.0

  • 9 November 2018

As the world adjusts to the new reality of a split Congress, the Fed sticks to its script and seems to be on track for a December hike. However, it doesn't seem to be business as usual for oil markets, as Brent continues to fall as Washington allies pump up supply. Elsewhere, UK GDP was propped up by the bout of good sunny weather but Germany hasn't been so lucky 

Download

In this bundle

Federal Reserve: On track for a December hike
Quick take
United States
8 November 2018

Federal Reserve: On track for a December hike

No change from the Fed today but policymakers remain on track to deliver further gradual rate hikes. A December hike looks pretty much baked in at this…

US midterms: a case of the blues...
United States
7 November 2018

US midterms: a case of the blues...

The US midterms threw up some surprises, but we have a split Congress. President Trump's legislative agenda risks being constrained as a result, which…

Crude oil: Sanctions and waivers come
8 November 2018

Crude oil: Sanctions and waivers come

Despite the sanctions, the market has come under pressure, with Brent falling as much as 16% from its recent peak. We think the market is oversold, and…

UK economic momentum fading despite solid third quarter
Quick take
United Kingdom
9 November 2018

UK economic momentum fading despite solid third quarter

The UK economy shifted up a gear over the summer, but with the sunny weather now behind us and Brexit uncertainty very much in front, we suspect the…

Germany: More disappointments
Quick take
Germany
8 November 2018

Germany: More disappointments

September trade data adds to recent evidence of the worst quarterly performance for the German economy since 2015

US Housing: As good as it gets?
United States
5 November 2018

US Housing: As good as it gets?

Despite a red-hot economy, the US housing market looks decidedly lukewarm. Unless construction picks up, slowing residential investment will start to drag…

Poland: MPC unmoved by risk of target overshooting in 2019
Quick take
Poland
7 November 2018

Poland: MPC unmoved by risk of target overshooting in 2019

The new projection shows CPI temporarily breaking the upper bound of the central bank's target in 2019. We expect the Monetary Policy Council to be…

US midterms UK PLN Oil NBP Germany GDP Federal Reserve Exports Eurozone CPI

Content Disclaimer

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.
Read more
Download