ING Economics | TalkMarkets | Page 3
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 are ...more

Articles

Latest Posts
33 to 48 of 5363 Posts
<<< 1 2 3 4 5 ... 336 >>>
FX Daily: CPI Time
US CPI data is released today. Consensus expects the core rate to rise 0.3% MoM, which would mark the fifth consecutive month of being above the Fed’s 2% yearly target. A firm CPI print is very much expected, however.
The Commodities Feed: Sentiment In Oil Weakens
The oil market has been trading little changed this morning as market participants assess diplomatic efforts in the Middle East. A bearish inventory report from the API put pressure on oil prices this morning.
Rates Spark: US CPI Unlikely To Please Markets
The spotlight is squarely on the US CPI data. Some observers see 0.2% as a possibility, but the consensus is for a 0.3% month-on-month core figure. That suggests there could still be a bearish impact reaction if consensus is confirmed.
ECB Bank Lending Survey Shows No Immediate Lending Pickup
The bank lending survey for the eurozone shows continued muddling through, with credit standards easing slowly but demand for loans remaining slow.
Taiwan Inflation Moderates Ahead Of Electricity Price Hikes
Taiwan’s inflation slowed to 2.14% year-on-year in March, but all eyes will be on the impact of the electricity price hikes which took effect on 1 April
The Commodities Feed: Another Record For Gold
The oil market appears to be running out of momentum in the absence of any new catalysts, meanwhile, spot gold prices hit record highs once again yesterday. However, where gold prices go from here will largely depend on US CPI data later this week.
April’s ECB Cheat Sheet: Eyes On The Target
Markets are discounting only a minuscule chance that the ECB will cut rates this week, but they seem convinced that June will see the first rate cut.
Industrial Metals Monthly: Why Copper And Iron Ore Prices Are Diverging
The slump in iron ore prices is in stark contrast to copper’s extraordinary rise. In this edition, we look at just what’s driving the divergence
Asia Morning Bites - Monday, April 8
Philippine central bank meets to decide on policy while Japan’s labour cash earnings came in as expected. As Chinese financial markets return from a four-day holiday, markets will be keeping a close eye on the PBOC’s yuan fixing rate.
National Bank Of Poland Governor Sticks To Hawkish Bias; Cuts Not Debated
The NBP is satisfied with low current inflation but expects it to bounce back. Hence policymakers maintain a cautious approach and potential rate cuts were not discussed by the Monetary Policy Council.
U.S. Jobs Strength Continues Despite Survey Weakness
U.S. non-farm payrolls rose 303k in March versus the 214k consensus while there were 22k of upward revisions to the past two months of data.
Here’s Why 5% Is Again A Risk For The U.S. 10yr
What is clear is market rates have not fallen by anything near what would have been typically expected from a “Fed peak moment”.
Key Events In Developed Markets For The Week Of April 8
The main focus in developed markets next week will be US CPI data for March, which we expect will still be running too hot for a return to the key 2% target.
Key Events In EMEA For The Week Of April 8
Poland’s current account surplus and Hungarian inflation figures are set to be the key highlights in a quieter week ahead in the EMEA region.
FX Daily: Clues Vs. Evidence
NFIB and ISM surveys have offered clues that US employment and inflation are about to slow down.
Philippine Inflation Moves Higher As Rice Stays Pricey
March inflation settled at 3.7%, below market expectations but faster than the previous month.
33 to 48 of 5363 Posts
<<< 1 2 3 4 5 ... 336 >>>