ING Monthly: Summer’s feel-good factor didn’t last long

The summer's feel-good factor didn't last long

The global economy is cooling and hopes are fading for a sustained recovery

At a glance: The world right now

Recession risks, rate cut bets, carry trade unwinds. This summer had it all

Central banks to step up the pace of rate cuts later this year

Our latest views on central banks

Oil demand worries and natural gas supply risks

Weaker Chinese demand has led us to revise our Brent forecast lower for the remainder of the year

US job jitters prompts the Fed into action

Inflation fears have given way to concerns about jobs

The eurozone recovery is stuck in first gear

Weakening growth will force the ECB to step up its easing pace in 2025

Bank of England set for several rate cuts despite current caution

Why the BoE is unlikely to diverge from the Fed for very long

China will struggle to hit its 5% growth target this year

China's economy is stalling and more aggressive stimulus is needed

Our Asian central bank barometer

Soaring inflation rates have kept most policy rates in Asia from reaching restrictive levels

Recovery in peril for the CEE region

Economic recovery across Central and Eastern Europe is a little below expectations

How the US election will impact deficits, debt, and the yield curve

Failure to address fiscal sustainability issues runs the risk of more market volatility and higher borrowing costs in years to come

FX: November will be a game-changer

US elections will be a game-changer for the dollar

Cutting fever is containing long rates, for now

Long tenor market rates have some room to fall, but the bigger move will ultimately be to the upside