The only way is up, baby

We've been broken down. To the lowest turn. Bein' on the bottom line. Sure ain't no fun... prophetic lines from Yazz in 1988. More than thirty years later, the only way is up, not least for inflation in the States. And probably the pound. Certainly for electric car sales. Here's our roundup of ING's top economic stories this week... for you and me now

In this bundle

United States

Knightley: Price pressure in the USA

ING's James Knightley on why inflation could soon become an ingrained problem for the American economy

FX intervention: A monetary, macro-prudential or mercantilist policy?

Switzerland

Ukraine

FX intervention: A monetary, macro-prudential or mercantilist policy?

On a day in which the Bank of Israel announces a staggering $6.8bn of FX intervention in January alone, we review some of the factors driving this…

and

Rates

Euroflation: the EUR reflation trade and its market implications

EUR interest rates and, more noticeably, inflation swaps have been rising in tandem with their USD counterparts. The move rests on shaky fundamental…

Report Belgium

The Netherlands

BNLX+ Financials: Fasten your seatbelts

, and 3 others

Report The Netherlands

Netherlands General Election: What to watch

The Netherlands goes to the ballot box on 17 March 2021, for regular elections for the House of Representatives. In this report, we look at what the polls…

Logistics & Automotive

Electric car sales gain traction at start of transitional decade

Electric car sales surged last year and will do so again in 2021, with Europe at the forefront of the transition

Krpata on the pound: Why we’ve upgraded our sterling forecasts

Our Chief FX Strategist, Petr Krpata on why we expect the British pound to keep on rising