THINK economic and financial analysis
THINK
economy

North America

Share

Geopolitical conflict threatens yet another shipping choke point
Logistics & Automotive
Trade

Geopolitical conflict threatens yet another shipping choke point


The Strait of Hormuz is now in focus as global trade concerns mount

Inga Fechner, Rico Luman and Warren Patterson

THINK North America

James Knightley
James Knightley

Chief International Economist

Latest on North America

United States
US household spending holds firm

US household spending holds firm

Remarkably strong retail sales numbers for March means the Federal Reserve is in no position to carry through with interest rate cuts anytime soon
Key Events
United Kingdom
United States
Key events in developed markets and EMEA next week

Key events in developed markets and EMEA next week

We'll be keeping an eye out for retail data in the US and inflation figures in the UK next week

Most read

1
Retail, Construction & Manufacturing
United States
US manufacturing outlook: Better times are coming
2
FX
Credit
Rates
Trade
Our first thoughts on the US election and the potential impact on Europe and markets
3
United States
US inflation quashes the chances of a June Fed rate cut
Report
ING's April Monthly: Hello, hello, hello, how low?
ING’s April Monthly: Hello, hello, hello, how low?
Hello, hello, hello, how low?
Our view on the major central banks
Our view on the major central banks
United States
US resilience scuppers the case for early rate cuts
US resilience scuppers the case for early rate cuts
United States
US inflation quashes the chances of a June Fed rate cut
US inflation quashes the chances of a June Fed rate cut
United States
US jobs strength continues despite survey weakness
US jobs strength continues despite survey weakness
Key Events
United Kingdom
United States
Key events in developed markets next week
Key events in developed markets next week
United States
Subtle signs of a cooling jobs US market will aid the Fed's inflation fight
Subtle signs of a cooling jobs US market will aid the Fed’s inflation fight

FX

More FX
FX
Canada
Bank of Canada leaves the door open to a June cut
Bank of Canada leaves the door open to a June cut
FX
G10 FX Talking: Winding up for a lower dollar
G10 FX Talking: Winding up for a lower dollar
FX
United States
US Fed holds policy steady and sticks with three-cut view for 2024
US Fed holds policy steady and sticks with three-cut view for 2024
FX
Canada
Bank of Canada sticks to cautious approach
Bank of Canada sticks to cautious approach

Credit

More Credit
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
Global debt flows: Added exposure to duration and spread