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The world is caught like a deer in the headlights
Trade

The world is caught like a deer in the headlights


Carsten Brzeski on the world right now

Carsten Brzeski

THINK North America

James Knightley
James Knightley

Chief International Economist

Latest on North America

Our latest views on the major central banks

Our latest views on the major central banks

What we expect the Federal Reserve, Bank of England, ECB and Bank of Japan to do over the next few months
United States
US sentiment slump means trade deals can't come quickly enough

US sentiment slump means trade deals can't come quickly enough

A collapse in economic sentiment suggests Trump's trade deals and tax cuts need to materialise quickly to prevent a downturn

Most read

1
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FX Talking
FX Talking: Dollar falls back to earth
2
Report FX
FX Talking
FX Talking: 'You wanted a weaker dollar'
3
Transport & Logistics
Trade
Importing European cars into the US? Prepare for a price shock
Report
ING Monthly: The world is caught like a deer in the headlights
Report ING Monthly: The world is caught like a deer in the headlights
Corporate Sector Coverage
United States
Why the EU construction sector is steadily outperforming the US
Why the EU construction sector is steadily outperforming the US
United States
THINK Ahead: Europe loves a lever, and has plenty of pulling power
THINK Ahead: Europe loves a lever, and has plenty of pulling power
United States
US jobs market holds firm ahead of the tariff storm
US jobs market holds firm ahead of the tariff storm
United States
US economy shrinks on import surge
US economy shrinks on import surge
Healthcare
United States
US drug prices and shortages set to rise despite Trump’s latest executive order
US drug prices and shortages set to rise despite Trump’s latest executive order
THINK Ahead: The IMF's high wire act
THINK Ahead: The IMF's high wire act
United States
US retail sales bounce as savvy consumers buy ahead of tariffs
US retail sales bounce as savvy consumers buy ahead of tariffs

FX

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FX
Rates
United States
Fed’s wait and see stance could persist through to September
Fed’s wait and see stance could persist through to September
FX
Rates
United States
Fed to push back against calls for rate cuts
Fed to push back against calls for rate cuts
FX
Canada
What the Canadian election means for markets
What the Canadian election means for markets
FX
Canada
Bank of Canada pause shouldn’t last long
Bank of Canada pause shouldn’t last long

Credit

More Credit
Report Credit
United States
US Dollar Credit Supply: Higher supply than previous July levels
Report US Dollar Credit Supply: Higher supply than previous July levels
Credit
EM Sovereigns: IMF remains cautious on World Economic Outlook
EM Sovereigns: IMF remains cautious on World Economic Outlook
Credit
Rates
How stressed are euro rates and credit markets?
How stressed are euro rates and credit markets?
Report Credit
Rates
Global debt flows: Added exposure to duration and spread
Report Global debt flows: Added exposure to duration and spread