Bundles

9 May 2024

ING Monthly: I wanna dance with somebody

In our May economic and market update, we turn more optimistic on global growth and explain why any policy divergence between the European Central Bank and Federal Reserve could be limited

In this bundle

I wanna dance with somebody

The difficult dance the ECB and the US Fed are having to do

Our answers to your global economy questions

What would it take for the Fed not to cut this year? And can Europe really diverge from the US on interest rates?

, and 2 others

Commodities, Food & Agri

Energy

Middle East tensions ease for energy as Russian sanctions hit metals

The future for oil, gas and metals

and

Our latest views on the major central banks

Central bank interest rate decisions are in focus more than ever

, and 2 others

What you need to know about June’s European elections

Voters go to the polls throughout the European Union next month

United States

Getting some answers from the US consumer puzzle

The US consumer is keeping the economy strong

A moderate recovery is already underway in the eurozone

A gradual recovery and falling inflation should allow for a June ECB rate cut

United Kingdom

UK growth is rebounding, but the big risk is the jobs market

We've revised up our UK growth forecasts as economic momentum returns

China

China’s economic recovery continues, but the job’s not done yet

China's economic recovery is beating expectations but growth remains uneven and the job is not yet done

India

India continues to power ahead

2024 looks like it will be another year of 7% growth

CEE: Inflation set to rebound with cautious economic recoveries

CEE: Inflation set to rebound with cautious economic recoveries

The inflation battle within the CEE region is far from over

, and 3 others

FX: Tokyo struggles to turn the tide

FX volatility lowers and Japan intervenes

Rates

Rates: ECB to lead the Fed – what then?

What's the implication for market rates of the ECB frontrunning the Fed on rate cuts?

Report

ING Monthly: I wanna dance with somebody

Two key words dominate the global economic discussion: optimism and divergence