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% ...
It has been a noisy couple of weeks in FX markets as Washington-sourced geopolitical noise has washed through global financial markets. There is much discussion over President Trump's TACO on ...
The medium to long-term outlook for the European natural gas market is bearish. The ramping up of global LNG export capacity ...
With established technology and economics, hydrogen enters the ‘teenager phase,’ scaling up production and building ...
3 calls for EU sectors in 2026: Tech outperformance, manufacturing growth gaps, small consumer gains
Production in many sectors should grow between 1% and 1.5% in 2026. Construction and staffing should see the biggest gains ...
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 ...
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 ...
At the first rate-setting meeting of 2026, the Central Bank of Turkey (CBT) delivered a lower-than-expected rate cut of 100bp ...
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