Ing
-

British Pound: Strong data clashes with dovish BoE view – ING
Francesco Pesole at ING argues that despite stronger United Kingdom (UK) Gross Domestic Product (GDP) data and resilient Sterling, the…
Read More » -

Brent: Supply risks and Saudi cuts support prices – ING
ING analysts Warren Patterson and Ewa Manthey note that Brent and WTI have rallied sharply as Middle East tensions escalate…
Read More » -

Turkish Lira: Easing path and carry appeal – ING
ING’s Frantisek Taborsky expects the Central Bank of the Republic of Türkiye (CBRT) to keep its policy rate at 37%…
Read More » -

Copper: Record highs driven by tariff uncertainty – ING
ING’s commodities team notes Copper has surged to fresh records on the LME, with three‑month futures nearing $14,800/t, as traders…
Read More » -

Oil: Risk premium builds with Persian Gulf tensions – ING
ING analysts Warren Patterson and Ewa Manthey say Oil prices are grinding higher, with ICE Brent close to $100/bbl as…
Read More » -

Hungarian Forint: Inflation surprise and HUF dynamics – ING
ING’s Frantisek Taborsky highlights that Hungarian inflation rebounded to 1.3% in August but stayed below expectations and the NBH’s forecast,…
Read More » -

CEE FX: Hawkish pricing versus dovish banks – ING
ING’s Frantisek Taborsky highlights a busy CEE data and policy calendar, with Hungary’s inflation seen edging up, the National Bank…
Read More » -

Oil: Tanker risks support prices – ING
ING analysts Warren Patterson and Ewa Manthey note that Oil remains supported as tensions between the US and Iran escalate…
Read More » -

Oil: Elevated prices face fragile support – ING
ING analysts Warren Patterson and Ewa Manthey note that Oil prices, including ICE Brent above US$95/bbl, remain supported by heightened…
Read More » -

Federal Reserve: September hike bias shifts – ING
ING’s James Knightley argues Kevin Warsh’s Jackson Hole speech has shifted the Federal Reserve’s reaction function toward a September rate…
Read More »


