While US curves continue to re-flatten as geopolitical tensions abate and risk sentiment recovers, the 10y Bund yield remains ...
Taiwan releases its 4Q and full 2025 GDP data on Friday. We currently have a 6.2% YoY forecast for the fourth quarter, which would mean full year growth of 6.8% YoY. Risks to the forecast are skewed ...
Japan’s headline consumer price index inflation slowed to a 2.1% year-on-year pace in December (vs 2.9% in November, 2.2% ...
The medium to long-term outlook for the European natural gas market is bearish. The ramping up of global LNG export capacity ...
Production in many sectors should grow between 1% and 1.5% in 2026. Construction and staffing should see the biggest gains ...
With established technology and economics, hydrogen enters the ‘teenager phase,’ scaling up production and building ...
For the European utilities sector, trends observed in 2025 are continuing into 2026. For integrated utilities, cash flow ...
December data gives the National Bank of Poland grounds to continue its pause in the monetary easing cycle, as wage growth ...
Dutch pension funds are in the middle of big reforms but estimating the hedging flows remains a difficult task ...
At the first rate-setting meeting of 2026, the Central Bank of Turkey (CBT) delivered a lower-than-expected rate cut of 100bp ...
Will manufacturing shift back to the US? And what does it all mean for Europe and China? In this podcast, ING's Diederik Stadig and Stephen Farrelly share their outlook for the year ahead In this ...
Recovering risk sentiment helps euro rates nudge back up again. Market sentiment is recovering, and euro rates, in particular, are taking this opportunity to rise higher. At Davos ...