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Carsten: What the Middle East war means for the economy right now


Carsten Brzeski on ING's latest predictions

Carsten Brzeski

THINK North America

James Knightley
James Knightley

Chief International Economist, US

Latest on North America

The world waits for a climbdown>

The world waits for a climbdown

ING's new economic scenarios
Our latest views on the major central banks

Our latest views on the major central banks

Central banks and their tricky interest rate decisions

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FX
United States
War in the Middle East – implications for markets and macro
2
Our latest views on the major central banks
3
China
From IEEPA to Section 122: What a tariff reset means for Asia
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'Team Transitory' holds for now in the States
'Team Transitory' holds for now in the States
Commodities daily
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The Commodities Feed: Oil trades lower on de-escalation hopes
The Commodities Feed: Oil trades lower on de-escalation hopes
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US inflation much more likely to be transitory this time around
US inflation much more likely to be transitory this time around
Rates
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US Money Markets: Slow calm to steady state
US Money Markets: Slow calm to steady state
Trade
The US tariff shock in 2025 vs 2026 – same negative impact, different drivers
The US tariff shock in 2025 vs 2026 – same negative impact, different drivers
United States
ISM suggests the US economy started 2026 in a good place
ISM suggests the US economy started 2026 in a good place
United States
Strong US jobs rebound after winter strikes and storms
Strong US jobs rebound after winter strikes and storms
Healthcare
Trump's 100% pharma tariffs will have a limited effect on the sector
Trump's 100% pharma tariffs will have a limited effect on the sector

FX

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FX
United States
Fed suggests rate cuts remain more likely than not
Fed suggests rate cuts remain more likely than not
FX Talking
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G10 FX Talking: This is not 2022
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Report FX Talking: Same shock, new drill
FX Talking
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FX Talking: Forecast table

Credit

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Opinion

By Timothy Rahill and Jeroen van den Broek

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Opinion Private credit: Is the Goldilocks period over for credit?
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US Dollar Credit Supply: September supply surge
Report US Dollar Credit Supply: September supply surge
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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