ING Economic and Financial Analysis

Oil prices extended their rally yesterday as President Trump confirmed that he will give Russia 10 days to reach a truce with Ukraine Energy – Trump Gives Russia 10 Days to Reach Peace Deal Oil...

The biggest takeaway from yesterday's sell-off in the euro was that some of this year's highest conviction trades were becoming a little stale. EUR/USD has already had a decent correction even before...

Oil prices rallied after President Trump said he would shorten the deadline for Russia to come to a deal with Ukraine to end the war, raising supply concerns Energy – Trump Shortens the Window for...

US President Donald Trump and European Commission President Ursula von der Leyen announce an agreement on a trade deal, bringing 15% tariffs on most European goods exported to the US The US and the...

The announcement of a US-EU trade deal has lifted equity futures on both sides of the Atlantic. Investors are more worried about a bubble now than a recession. The deal takes some pressure out of the...

A trade deal between the US and EU proved positive for sentiment this morning in the oil market. However, attention will likely turn to OPEC+ output policy from September Energy- US Drilling Activity...

Deadlines, deals, and delays: Is the 1 August tariff ultimatum really any different from what's come and gone before? Maybe not. But tariffs are still more likely to go up than down, argues James...

The jobs market continues to hold up despite concerns about a cooling economy, while officials remain nervous about the effect of tariff-induced price hikes on inflation. We see no interest rate cut...

Interest rates have moved higher around the world as equity markets rally on a sense of optimism. The biggest factor behind that this week has probably been the US-Japan trade deal and the sense that...

Oil prices edged higher yesterday amid optimism over trade talks. This optimism is offsetting expectations of supply increases from Venezuela Energy- Venezuelan Oil Supply Set to Increase Oil prices...

The composite PMI increased from 50.6 to 51 in July. With uncertainty all around, an economy showing slight growth, increasing employment and weak inflation sounds surprisingly benign It’s really...

A US-EU deal is reportedly imminent and should follow the US-Japan 15% tariff blueprint. The ECB should anyway tread carefully and offer no new guidance, but comments about the euro’s strength can be...

We're not convinced the US Federal Reserve will definitely cut rates in September. inflation is picking up, and that's just one problem facing the US dollar. ING's Chris Turner tells us what he's...

European markets have opened to news of a US-Japan trade deal. Equity markets globally are rallying on the view that deals reduce uncertainty. The Japanese yen, however, is less certain of what this...

Oil prices edged lower yesterday as tariff concerns linger with the 1 August deadline fast approaching Energy – Oil Surplus and Timespreads Oil prices edged lower yesterday with ICE Brent settling...

We expect a hold by the ECB on Thursday, but there are risks of a modest dovish tilt given tariff uncertainty and the euro’s recent strength. Ultimately, Fed decisions will drive EUR/USD more than...