Czech producer prices remain benign
US retail sales point to a second-quarter consumer rebound
Real wage growth fuels Hungary’s economy
Data doubts linger as UK growth beats expectations
Eurozone industrial production ticked down in May
Poland's current account deficit narrows in May amid softer imports
China's trade grows at the fastest pace since 2021
KZT: Less support from state FX flows warrants attention
Italian industrial production posts a small contraction in May
Poland's central bank governor turns more dovish, opening the door to…
ECB minutes reveal June hike was more than just an insurance move
THINK Ahead: No football? Watch these market fixtures instead
James Smith's guide to the summer
Pricing in Czech industry remained subdued in June and consumer price stability is not under pressure
FX Daily: Unpacking the low-vol puzzle
DXY short term vols are very compressed
Asia week ahead: Indonesian rate call and key data on Korea, Singapore, Taiwan
Bank Indonesia is expected to hike rates by 25bps to support FX stability
Retail sales data suggest a second-quarter rebound
The real disposable income of Hungarian households forms the basis of economic activity
We expect growth to slow into the summer
FX Daily: The big GBP short unwinding continues
The dollar stayed under pressure as PPI confirmed that inflation pressure eased in June
ECB preview: Not yet ready for the beach break
ECB set to stay on hold at the July meeting but renewed Middle East tensions could still justify a surprise hike
The Commodities Feed: Renewed US-Iran tensions unnerve oil market
Renewed oil supply disruptions come amid the large inventory drawdowns through the second quarter
A prescription for power – China's biotech boom and the new global…
Low June inflation highlights Poland’s resilience despite past energy shock
Polish inflation low despite energy shock
National Bank of Hungary preview: Next, please!
NBH Governor Mihaly Varga's latest comments made it clear that the next road crossing is in September
Industrial production in the eurozone continues to trudge along at a sluggish pace without clear direction
Rates Spark: EUR rates cannot follow a dovish US
Euro rates will need more time to follow a dovish US
FX Daily: Benign CPI takes sting out of dollar's upside
Benign CPI has taken the sting out of the dollar's upside. High-yielding commodity FX should do well
China slowdown worse than expected on weak domestic demand
We expect China to be able to hit full-year GDP target of 4.5-5.0%, but risks abound
Weaker import growth led to a narrower deficit in May
Easing US price pressure dampen imminent Fed hike talk
US June CPI undershot expectations with the breadth of the softening encouraging
FX Daily: Dollar upside risks are rising rapidly
Oil prices aren't fully pricing in a supply shock
Assessing rate hike pressures for Japan and South Korea
We target the BoJ to eventually get to 2%, while the BoK gets to 3.5%, with the latter more probable than the former
Easing aluminium supply risk prompts lower forecasts
The Middle East rally is unwinding
G10 FX Talking: Dollar upside looks limited
What if the Fed does not hike after all? That's the ING house call and why the dollar's upside should be limited
FX Talking: Forecast table
The latest FX forecasts from our team
Rates Spark: Room for Warsh to shift the narrative
That steepener can accelerate should Fed Chair Warsh decide not to endorse the rate hike panic
The Commodities Feed: The battle over Hormuz lifts oil prices
The risk is a renewed escalation of tensions that again sees neighbouring countries targeted
FX Daily: Energy and carry dominate near term
Higher energy prices will keep Fed tightening fears alive and the dollar in demand
Asia FX Talking: Large export flows yet to help North Asian FX
Asian authorities continue to struggle with weaker currencies. Life should be easier later this year if the dollar turns lower as we think
China's trade data continues to boom as a K-shaped divergence widens
Implications of removal of mandatory FX revenue sales for Kazakhstan's quasi-sovereign corporates for the tenge
Latam FX Talking: Carry trade interest dominates again
High yield Latin currencies remain in demand, while USMCA uncertainty holds back Mexico's peso
EMEA FX Talking: Zloty weakness looks temporary
The Polish zloty has been surprisingly weak, but conversion of EU funds can help get EUR/PLN back to 4.25
Recovery in Dutch commercial real estate is less robust than it appears
The outlook for Dutch commercial estate in 2026
The Commodities Feed: Oil surges as US reinstates blockade on Iran
US-Iran Memorandum of Understanding looking well and truly dead amid Strait of Hormuz drama
