ING Monthly: All eyes on Europe

All eyes on Europe

Europe is centre-stage with the ECB, its elections and Euro 2024

Watch: All eyes on Europe

The global economic focus has switched to Europe

Our view on the major central banks

We're expecting three rate cuts from the Federal Reserve, European Central Bank and Bank of England this year

The May commodities rally comes to an abrupt end

Oil prices are lower, copper declines too but natural gas prices are strong

The case for US interest rate cuts

Fed rate cuts should come from September

Cautious monetary easing in the eurozone has started

The ECB will remain very cautious

We're still expecting a summer UK rate cut despite market doubts

We're still expecting an August rate cut from the Bank of England

China accelerates policy support rollout amid mixed data

Key Chinese economic indicators have been weaker than expected

Why it's getting harder to dismiss the possibility of rate hikes in…

Getting inflation under control is proving difficult in Australia. We don't think justifying rate cuts will be easy for the central bank this year

Rising inflation complicates the CEE's economic recovery

Rising inflation adds another layer of complexity to the CEE's recovery

Softer US story beginning to show in FX markets

Softer US data has pulled the dollar away from the highs of the year

Rates: Here's why there are upside risks despite cuts

Nominal rates are a tad constrained even as the ECB cuts