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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 - Page 2

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...
US President Donald Trump’s 90-day trade reprieve is ending. Tariff noise is back, but does it really matter? US inflation has stayed surprisingly benign and the economy is holding up, despite the...
A stronger-than-expected June jobs report indicates no Federal Reserve rate cut before September despite the President’s demands. Nonetheless, households are becoming more pessimistic about...
The ISM manufacturing index remains in contraction territory, but the job vacancy statistics are holding up fairly well, and inflation pressures remain elevated. Fed Chair Powell, speaking in...
Big isn’t beautiful when it comes to government debt, but tariffs and the Department of Government Efficiency (DOGE) help to plug the hole left by President Trump’s latest fiscal bill. The net effect...
Trying to work out when the Fed will cut US interest rates - and by how much - is somewhat preoccupying financial markets. Watch what ING's James Knightley thinks. Are You Thinking What We’re...
Fed Chair Jerome Powell is not only coming under pressure from the President to cut interest rates, but from members of his own team. Nonetheless, with the economy still growing and adding jobs, plus...
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...
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...
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...