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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...
ING Think
ING Think 28 January 2021
The Commodities Feed: Risk off move weighs on the market
The Commodities Feed: Risk off move weighs on the market

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...
ING Think
ING Think 28 January 2021
ASEAN Morning Bytes
ASEAN Morning Bytes

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...
ING Think
ING Think 27 January 2021
Rock, scissors, taper
Rock, scissors, taper

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....
ING Think
ING Think 27 January 2021
US: Fed caution as momentum fades
US: Fed caution as momentum fades

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 (...
ING Think
ING Think 27 January 2021
IMF World Economic Outlook: A diverging growth path for emerging markets
IMF World Economic Outlook: A diverging growth path for emerging markets

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...
ING Think
ING Think 27 January 2021
FX Daily: Fed dovishness challenged by brighter outlook
FX Daily: Fed dovishness challenged by brighter outlook