Join ING’s FX Strategy team to discover their views on what a Republican clean sweep could mean for FX markets ...
A quick take on global FX markets this Monday morning sees the dollar largely holding onto gains made on the back of the ...
For the global market, the USDA lowered production estimates to 425.4mt (vs. 428.9mt). The supply revision is largely due to ...
Headline and core inflation picked up in October, with the price dynamics in the service sector unbroken. We see an ambiguous situation, with the economy operating below its potential, while inflation ...
Underlying inflation trend and inertia: 3.9 percentage points for 2024 and 3.5ppt for 2025. Food prices: 1.6ppt for 2024 and ...
Trump would likely try to counter any strength in oil prices as a result of this by pressuring OPEC+ to increase output. This ...
Finance Minister Lan Fo’an noted that the outstanding scale of hidden debt was around RMB14.3tn; with the measures approved ...
The CNB lowered the base rate by 25bp, as expected by the markets. The new forecast represents a shift in a stagflationary ...
We are revising our EUR/USD forecast lower following the Republican clean sweep. We assume that Trump will go ahead with both ...
The central bank seems to have slowed down the depreciation of the lira recently. It has done this not by selling FX to the ...
A large portion of the election move in the dollar has been unwound. That, to us, looks more like a positioning adjustment ...
Investors also seem to have concluded in the immediate aftermath of Donald Trump’s election that the assumed hit to European ...