THINK economic and financial analysis
Bundles
5 October 2023

ING Monthly: An inconvenient truth for central banks

Why are central bankers facing some 'inconvenient truths' right now? It's a question that frames our latest ING Monthly. Read - and watch - what Carsten Brzeski has to say about where we are in the world right now. And follow our team of experts as they guide you through every major economy and every major market

ING Monthly: An inconvenient truth for central banks

In this bundle

An inconvenient truth for central banks


The increase in longer-term interest rates could push both the US and the eurozone economies into recession

Carsten Brzeski

Key risks to the global outlook
United States
...

Key risks to the global outlook


The risks to our current base case

Robert Carnell, Carsten Brzeski and James Knightley

Oil prices to remain well supported
Commodities, Food & Agri
Energy

Oil prices to remain well supported


Oil has seen significant strength over the third quarter, with the market in deep deficit.

Warren Patterson

Surging oil prices: a new concern for central banks
United Kingdom
United States

Surging oil prices: a new concern for central banks


Surging oil prices worsen central banks' trilemma

Carsten Brzeski, Bert Colijn and 2 others

What's next for the US after the summer spending splurge
United States

What’s next for the US after the summer spending splurge


The US has performed well, but rapid increases in borrowing costs are adding to the challenges for the economy

James Knightley

What central banks are set to do next
Czech Republic
Hungary
...

What central banks are set to do next


All of the latest from our team on ING's central bank forecasts and the key risks

Carsten Brzeski and James Smith

The labour market conundrum keeps the eurozone economy just about afloat

The labour market conundrum keeps the eurozone economy just about afloat


The eurozone might avert a full blown recession, but growth in 2024 is likely to be even lower than this year

Peter Vanden Houte

How China is dodging the doom loop
China

How China is dodging the doom loop


While China’s economy is still struggling, it is at least not getting incrementally worse and there are some pockets of improvement 

Robert Carnell

Markets are right to rethink the Bank of England as rates reach a peak
United Kingdom

Markets are right to rethink the Bank of England as rates reach a peak


We think rate hikes have now finished. Rate cuts are likely to be a story for next summer

James Smith

CEE: Central bank hesitations
Czech Republic
Hungary
Poland
...

CEE: Central bank hesitations


Inflation continues to fall rapidly in the CEE region, while monetary policy is moving to cut rates

Rafal Benecki, Frantisek Taborsky and 3 others

More help for Dutch consumers after longer-lasting technical recession
The Netherlands

More help for Dutch consumers after longer-lasting technical recession


Dutch GDP growth is set to record another contraction

Marcel Klok

FX: Strong dollar remains the only game in town
FX

FX: Strong dollar remains the only game in town


The dollar looks set to hold its gains into year-end

Chris Turner

Rates: The pull of Treasuries, and 4% inflation
Rates

Rates: The pull of Treasuries, and 4% inflation


US rates are pulling eurozone rates higher, but they're hardly kicking and screaming

Padhraic Garvey, CFA

ING Monthly: An inconvenient truth for central banks - the full report
Report FX
Credit
Rates

ING Monthly: An inconvenient truth for central banks - the full report


Our October update of where the economic and financial world is right now

Carsten Brzeski

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Tags

USUK inflationSaudi ArabiaRecessionPBoCOPEC+OilMonthly Economic UpdateMonetary PolicyInflationIncomeGDPFederal ReserveEurozoneEuropean Central BankEnergy prices

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