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James Knightley

Think ING
  • Analysis & Comment

James Knightley's Comment & Analysis
A complete archive of James Knightley's articles, including current analysis & comment.

Inflation was broadly in line with expectations as tariffs continue to be largely absorbed within US corporate profit margins. This gives the Fed the room to respond to the weaker jobs backdrop and...
After the Bank of England's unprecedented split vote this week, James Smith asks: why can't central banks just make their minds up on rate cuts? Interest rate expectations are set for a volatile...
We're changing our call on the Fed. The pressure to cut rates is intensifying as the US jobs market and the growth story are no longer looking quite so solid. While prices will rise due to tariffs,...
Both manufacturing and service sector ISM headline readings came in weaker than any analysts were forecasting. Business activity is cooling and employment is contracting in both surveys. Price...
There's now a much higher probability that the US Fed will start cutting interest rates soon. ING's James Knightley says our thinking has started to change US Interest Rate Cuts Could Come Sooner...
Two FOMC members voted for a 25bp rate cut, having openly stated that they agreed with the President there was a case for lower borrowing costs. However, the rest of the committee are reluctant with...
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...
Firmer retail sales and subdued jobless claims numbers suggest the Fed will keep rates on hold for now as officials assess the impact of tariffs on inflation June Retail Sales Gains Amidst Consumer...
A slightly softer-than-expected June core inflation reading keeps alive the chances of a September Federal Reserve interest rate cut, but the risk is that we get less benign prints for July and...
Growth challenges are mounting while tariffs will lift inflation, but stagflation fears are wide of the mark. The Fed will likely delay rate cuts until the end of the year, despite escalating...