THINK economic and financial analysis
Contains 2 bundle or report and 21 articles

Trade watch

The latest updates from our team of economists and strategists on the current trade war turmoil, tariff developments and Trump's 'liberation day' fallout

In this topic

ING Monthly: The tariff sledgehammer smashing the global world order
Bundle
Bundle

ING Monthly: The tariff sledgehammer smashing the global world order


Trump's tariffs are likely to be recessionary and disinflationary for Europe and the USA's many other trading partners
Bundle
Our take on Trump's 'Liberation Day' tariffs
Bundle Our take on Trump’s ‘Liberation Day’ tariffs

THINK vision

The damage done by Trump’s tariff chaos
Why Trump’s ‘beautiful’ tariffs risk turning the growth outlook ugly
Stati Uniti
Brace for ‘liberating’ Tariff Day in April
US economy shrinks on import surge
Stati Uniti

L'economia statunitense si contrae per l'aumento delle importazioni


Si tratta della prima contrazione del PIL su base trimestrale dal secondo trimestre del 2022

James Knightley

Bundle Forex
FX Talking: 'You wanted a weaker dollar'
Bundle FX Talking: ‘You wanted a weaker dollar’
The tariff sledgehammer smashing the global world order
The tariff sledgehammer smashing the global world order
Stati Uniti
For the US, Trump's 'beautiful' tariffs are in the eye of the beholder
For the US, Trump’s ‘beautiful’ tariffs are in the eye of the beholder
Cina
China holds strong as trade war crescendos
China holds strong as trade war crescendos
Tassi
Rates: US Treasuries have become a ‘pain trade’
Rates: US Treasuries have become a ‘pain trade’
Forex
FX: Ranking currencies in a new world order
FX: Ranking currencies in a new world order
The renewed pressure on global central banks
The renewed pressure on global central banks
Trade
Navigating the new tariff landscape
Navigating the new tariff landscape
United Kingdom
Tariffs are just the latest reason to expect UK tax rises this year
Tariffs are just the latest reason to expect UK tax rises this year
Czech Republic
Hungary
Poland
...
How the CEE's central banks might respond to Trump's tariffs
How the CEE’s central banks might respond to Trump’s tariffs
CEE countries could be more resilient to the tariff threat than you might think
CEE countries could be more resilient to the tariff threat than you might think
Armenia
Azerbaijan
Kazakhstan
...
How the CIS-4 are navigating global trade tensions
How the CIS-4 are navigating global trade tensions
Materie prime, Food & Agricoltura
Energia
Tariff-induced sell-off hits commodities
Tariff-induced sell-off hits commodities
Opinione

di Inga Fechner and Thijs Geijer

US Food and Agri trade deficit still key in future talks with EU
Opinion US Food and Agri trade deficit still key in future talks with EU
Cina
Trade
A test of endurance is underway as Trump narrows trade war focus on China
A test of endurance is underway as Trump narrows trade war focus on China
Forex
Tassi
Austria
Belgium
France
...
Trump's 'sledgehammer' tariff reversal - our reaction
Trump’s ‘sledgehammer’ tariff reversal - our reaction
Opinione

di Marieke Blom

The impact of Trump's tariffs so far
Opinion L'impatto dei dazi di Trump (finora)
Czech Republic
Hungary
Poland
...
Listen: What Trump's tariffs mean for Central and Eastern Europe
Listen: What Trump’s tariffs mean for Central and Eastern Europe
United Kingdom
What US tariffs mean for the UK economy, rate cuts, taxes and trade
What US tariffs mean for the UK economy, rate cuts, taxes and trade
Cina
Trade
China opts for eye for an eye retaliation as Trade War 2.0 breaks out
China opts for eye for an eye retaliation as Trade War 2.0 breaks out