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ING Think

Economic and financial analysis from ING’s global team of economists and strategists.

Latest articles from ING Think

Macro Analysis / Global

The US elections: What you need to know

This briefing note summarises what is happening at the election on 3 November, the key issues and what could yet swing the outcome of the vote. Like Joe Biden, she is seen as a centrist more orientated to incremental rather than radical change. It re...
ING Think
ING Think 29 September 2020
The US elections: What you need to know
The US elections: What you need to know
Macro Analysis / Global

US: Confidence conundrum

The Conference Board measure of consumer confidence has jumped the most in 17 years to stand at 101.8 versus the 90.0 consensus and the August reading of 84.8. The other major difference is the perception that the Conference Board measure puts more e...
ING Think
ING Think 29 September 2020
US: Confidence conundrum
US: Confidence conundrum
Macro Analysis / Germany

Germany: Disinflation for now but deflation risk increases

Based on the inflation outcomes in several regional states, German inflation came in at -0.2% year-on-year in September, from 0.0% YoY in August. The lowest reading since January 2015. The negative base effect from low energy prices is keeping headli...
ING Think
ING Think 29 September 2020
Germany: Disinflation for now but deflation risk increases
Germany: Disinflation for now but deflation risk increases
Macro Analysis / Global

Eurozone growth to slow as second wave concerns intensify

The Economic sentiment indicator for the eurozone increased from 86.8 to 90.2 in September, indicating that the economic recovery continues albeit at a slower pace. Especially interesting is the stark difference between the sentiment indicator and PM...
ING Think
ING Think 29 September 2020
Eurozone growth to slow as second wave concerns intensify
Eurozone growth to slow as second wave concerns intensify
Macro Analysis / Hungary

Hungary: Unemployment rate is on the decline

According to the latest set of data released by the Hungarian Central Statistical Office, the official unemployment rate in the June–August period stands at 4.6% in the 15–64 age group. According to the administrative data of the National Employment...
ING Think
ING Think 29 September 2020
Hungary: Unemployment rate is on the decline
Hungary: Unemployment rate is on the decline
Macro Analysis / Global

FX Daily: Waiting for the market’s verdict on the debate

Risk assets are starting to recover from last week’s flight-to-safety and equity futures point to another positive open for stocks in Europe and the US. While consumer confidence (we expect a relatively strong reading) and some Federal Reserve speake...
ING Think
ING Think 29 September 2020
FX Daily: Waiting for the market’s verdict on the debate
FX Daily: Waiting for the market’s verdict on the debate