

ING Think
Economic and financial analysis from ING’s global team of economists and strategists.
Latest articles from ING Think
The Commodities Feed: Risk off move weighs on the market
The oil market struggled to hold onto gains following yesterday’s bullish EIA report. The significant decline in crude inventories was driven largely by trade, with crude exports increasing by 1.1MMbbls/d over the week to average 3.36MMbbls/d. Crude...


ASEAN Morning Bytes
General Asia: Asian markets are likely to edge lower on Thursday with sentiment taking a hit as technology names reacted to disappointing earnings. Investors will likely focus on the pace of vaccination around the globe while also keeping an eye on t...


Rock, scissors, taper
A horse walks into a pub... Don't you just love central banks? Knightley's forecasts partly stem from the looming pick up in US inflation due over the middle of 2021, but also the fact that US households are sitting on unprecedented piles of liquid c...


US: Fed caution as momentum fades
The Federal Reserve has left monetary policy unchanged with the Fed funds target range remaining 0-0.25%. Based on our forecasts for a reflationary environment, Treasury yields should rise, but the Fed will be wary of yields moving too far too fast....


IMF World Economic Outlook: A diverging growth path for emerging markets
On an individual country level, there are substantial divergences, both in the growth outlook and in the revisions undertaken in the update. Latin America and the Caribbean (+4.1%; +2.9%) were hit by the deepest recession in 2020 across all regions (...


FX Daily: Fed dovishness challenged by brighter outlook
The Fed announces monetary policy today and we expect, in line with consensus, no changes in the policy stance, with both rates and QE set to be left unchanged (here is our economist’s preview). Also, it is highly unlikely that the FOMC will tweak it...

