Bundles

10 October 2024

ING Monthly: Central bankers left holding the baby

The US economy is losing traction, China's sliding into a European-style consumption slump, and the eurozone is flirting with recession. So, the spotlight is on central banks to come to the rescue once again

In this bundle

United States

Central bankers left holding the baby

Central banks may have to rescue ailing economies once again

How things can go wrong – or right – for the global economy

Two alternative scenarios for the economic outlook

and

Central bank rate cuts: How fast and how far?

United Kingdom

United States

Central bank rate cuts: How fast and how far?

Our latest thinking on central banks

, and

Our latest views on the major central banks

ING's thinking on the Fed, ECB, BoE and BoJ

, and 2 others

Commodities, Food & Agri

Energy

Middle East escalation pushes energy prices higher

Oil and gas prices have moved higher following an Iranian missile attack on Israel

United States

US data contradictions make life tricky for the Fed

We still favour a soft landing scenario and the Fed cutting rates to 3.5%

We’ve downgraded the eurozone’s growth outlook again

Eurozone GDP growth is coming to a standstill

United Kingdom

Why the UK’s Halloween budget isn’t yet scaring investors

What we expect from the 30 October UK budget

China

Three big questions on China’s stimulus blitz

We take a look at three questions after policymakers in China unleashed a coordinated monetary and fiscal stimulus push

High stakes for Asia at the US elections

High stakes for Asia at the US elections

Asia should be more anxious ahead of the US elections in November

Geopolitics and inflation hinder prospects of further rate cuts in the CEE

Geopolitics and inflation hinder prospects of further rate cuts in the CEE

The increase in geopolitical risk is bringing unusual FX weakness to the region

, and 3 others

FX: Firmer dollar into US election cliffhanger

We are constructive on the dollar after recent developments

Rates

Rates: Think normal is boring? Think again

Central banks are on a glide path, but longer tenor rates are certainly not

Report

ING Monthly: Central bankers left holding the baby

Lagarde, Powell and the rest of them need to start brushing up on their parenting skills when it comes to the ailing global economy

, and 9 others