ING Monthly: It’s a mad world

It's a mad world

Trying to make sense of the global economy

Carsten: three key areas we'll be watching closely in March

Carsten Brzeski on why trade, central banks and Europe are key areas of focus in the month ahead

The latest upside and downside risks to our global outlook

Our take on what could go right or wrong for the global economy over the coming months

Europe to face first major 'America First' trade policy test

Europe is facing a major trade test with the US this month

Guns N' Money: Europe’s reaction to the new geopolitical reality

Europe's reaction to the new geopolitical reality

Peace deal hopes and tariff risks drive commodities

Energy prices have recently slipped amid hopes of a Russia-Ukraine peace deal. But sanction and tariff risks abound

Our latest views on the major central banks

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

Optimism about Trump exceptionalism fades amid subdued start to 2025

The US economy has started the year on a soft footing

Geopolitics take centre stage for the eurozone

The uncertain geopolitical situation and the risk of a trade war are still hindering the eurozone recovery, while the ECB thinks that it's almost done…

German elections: Wirtschaftswunder 3.0 still far out

Germany's recent election results are unlikely to bring Wirtschaftswunder 3.0

UK: Don’t overdo the gloom just yet

Growth should pick up but the jobs market is a major risk

China’s Two Sessions will set the economic stage as China-US trade talks loom

China's Two Sessions to set 2025 growth target and major monetary and fiscal priorities

Economic recovery gaining momentum in Central and Eastern Europe

Economic growth in the CEE region is gaining momentum, but we also see inflationary issues coming through recent data

FX: Why we remain bullish on the dollar

US protectionism should provide new fuel to a USD rally

Rates: The glass half empty trade

US Treasury yields dominate direction, as the tactical downside test for yields continues