ING Economic and Financial Analysis

Oil and gold are rising again after President Donald Trump called for the evacuation of Tehran following earlier optimism that the Israel-Iran conflict would remain contained Energy – Oil Remains on...

Geopolitical risks failed to update over the weekend and will remain central in FX price action. The US dollar's rebound has been lacklustre, and while some support is warranted by the current market...

Commodities markets are focused on escalating geopolitical tensions between Israel and Iran, with the Middle Eastern conflict sparking a surge in oil prices Energy – Oil in Focus Oil extended gains...

A further escalation in Iranian-Israeli tensions could take oil prices above $80 and would mean more upside for the US dollar. The Federal Reserve was already likely to keep rates on hold through the...

The Israeli strike on Iran's nuclear facilities has sent oil prices spiking and has offered the oversold and undervalued US dollar a catalyst for a rebound. The energy price shock is generally...

Oil prices rallied more than 7% this morning after Israeli airstrikes against Iran. This has elevated geopolitical uncertainty significantly and requires the oil market to price in a larger risk...

Tariff front running led to a drop in GDP in the first quarter, but a subsequent plunge in imports means growth of near 4% looks probable in the second. This masks a slowing in private demand growth...

While we’re not expecting the US dollar to collapse, we do think there are enough negative factors out there to keep it under pressure for the rest of the year Divestment Alert There has been a lot...

Yesterday's softer US May CPI data led to the usual pattern of stronger Treasuries and a weaker US dollar. However, this might be short-lived, given the numerous risk events over the next month....

The Sino-American trade negotiations in London have yielded plans to revive the flow of sensitive goods, but have failed to mark a breakthrough and leave the US dollar still vulnerable to domestic...

The Energy Information Administration expects US crude oil production to fall next year. Meanwhile, the European Commission is proposing a ban on refined product imports made from Russian crude...

FX volatility is edging lower, and in quiet markets, investors seem to be parking their cash in currencies with higher yields. This serves as a reminder that within the G10 space, the dollar remains...

Oil prices firmed as trade talks between the US and China appear to be moving in the right direction. Meanwhile, Iranian nuclear talks continue to face obstacles Energy – Trade Talk Optimism Supports...

Financial markets are leaning towards a glass-half-full view of the world right now. The MSCI world equity index is trading at all-time highs, and investors are scaling back expectations for the size...

Energy – US Drilling Activity Slows The oil market strengthened over the last week thanks to a variety of global events, with the ICE Brent Aug-25 contract settling almost 5.9% higher. Canadian...

A respectable jobs market in May with firm employment growth and stable unemployment, but the risks are skewed toward more weakness in coming months as trade uncertainty and concerns for consumer...