Economic and Financial Analysis
Contributor's Links: ING THINK

From Trump to trade, from Draghi to the dollar, ING’s global economists and strategists tell you what’s happening – and is likely to happen – in the world of global markets. Years of experience lead to informed, authentic and accurate opinions on multiple topics and you ... more

ALL CONTRIBUTIONS

Surprise Hungarian Budget Surplus In July
The budget posted a surplus in July, despite some extraordinary spending. Though this looks like a clear positive, it might be a sign that inflation in July was much stronger than we anticipated.
Read
FX Daily: Fairly Priced
The dollar starts the new week on the firm side after some impressive US July jobs figures on Friday. US money markets now price around 125bp of further Fed tightening and then a softer Fed profile from next summer onwards.
Read
Asia Week Ahead: Regional Trade Figures And China’s Inflation Report
Trade reports will be the focus of the coming week, while China will also release its latest inflation data.
Read
Bank Of England Raises Rates As Recession Looms
A look at what the Bank of England announced on Thursday, what it means for the British economy and what the central bank could do next.
Listen
Bank Of England Hikes Rates Again Amid Dire UK Recession Warnings
The Bank of England has hiked rates by 50 bp while also now forecasting a recession lasting for five quarters. That shows just how worried it is that worker shortages and supply issues could keep inflation elevated even as the economy weakens.
Read
FX Daily: Reports Of Sterling’s Demise Are Exaggerated
European FX markets have to contend with two big central bank meetings today. In the UK, we expect the Bank of England to deliver a 50bp rate hike and there may be less incentive for the BoE to protest against tightening expectations.
Read

STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts
G10 FX Week Ahead: Moving On Up
Stronger-than-expected growth in China, de-escalating tensions in the Middle East and the signing of the Sino-American phase-one deal should all pave the way for a good week for risk sentiment.

Work Experience

Education

Publications