ING Economic and Financial Analysis

US market rates fell after the Federal Reserve decision but this looks more like a market positioning effect than anything specific from the meeting. Expect some retracement. Both the European Central...

The dollar has broken to new lows for the year after a relaxed-sounding Fed Chair Powell said there were the first clear signs of disinflation. He also failed to push back too aggressively on lower...

US Dollar: Action kicks off tomorrowThe dollar starts the week in very narrow ranges and not far from the lows of the year. This week will stress test the consensus view amongst investors that i) the...

Energy - Specs Boost Buying Price action in oil over the last week was rangebound with the market awaiting this week’s OPEC+ meeting and the return of China from the Lunar New Year holidays....

Energy prices traded lower last week with macro pressures proving too much for markets. However, supply concerns remain, not just in the energy complex, but across the broader commodity spaceEnergy:...

As markets price the Fed's peak rate almost at 5.0%, US housing data will be watched this week. A housing downturn is likely considered a "necessary evil" now, but the pace of the drop may start to...