News

UK headline inflation was lower than expected in March, but higher contributions from household energy and water bills will ...
US President Donald Trump’s wishes for a weaker dollar have been fulfilled – although with much collateral damage to the ...
China's first-quarter growth registered a stronger-than-expected 5.4% year on year, beating our 5.3% forecast and market ...
Despite world trade volumes and growth being revised down on the tariff war, Brazil is still struggling with unanchored inflation expectations. It has already raised rates some 375bp since last ...
The higher EUR/USD and capital repatriation from the US to Europe helped PLN and CE-4 FX, but also PLN’s idiosyncratic factors. Exposure to US tariffs is rather limited (US is 6% of total exports), ...
Tariff hikes resulted in a global market rout and Chinese yuan depreciation pressure, with USD/CNY in a 7.22-7.35 range in the past month. USD/CNH once spiked to 7.42 before intervention brought it ...
EUR/GBP is unwinding some of last week's spike, but a big EUR/USD bull trend suggests EUR/GBP can find some support near 0.85 and a reversal back to 0.86 is likely over the coming months. GBP/USD is ...
European real estate M&A activity increased last year, with total volumes almost doubling compared to 2023, reaching €31bn.
Although US Treasuries are currently rebounding, they are still overshadowed by inflation and deficit concerns ...
In this podcast, ING's Tim Rahill discusses what's next for corporate bonds after a week of unprecedented policy changes ...
EUR money markets are close to fully discounting a 25bp rate cut this Thursday after Trump’s “liberation day” sealed the case for further European Central Bank easing in the eyes of investors.
European natural gas is also getting caught up in the global risk-off trade. The Title Transfer Facility (TTF) has traded ...