Ing
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Japanese Yen: Fed and energy drivers outweigh BoJ – ING
ING’s Chris Turner and Padhraic Garvey expect the Bank of Japan to keep its policy rate at 1.00% on 31…
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CEE FX: Normalising rates leave room for gains – ING
ING’s Frantisek Taborsky notes Central and Eastern European (CEE) rate curves have repriced sharply, with more tightening now expected in…
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Bank of England: Higher bar seen for rate hikes – ING
ING’s James Smith expects the Bank of England to keep rates on hold on 30 July and sees a prolonged…
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Euro: Energy risks cap recovery against US Dollar – ING
ING’s Francesco Pesole notes that EUR/USD has rebounded above 1.140 on lower Oil prices but argues the move looks optimistic…
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Gold: Oil-led inflation fears cap recovery – ING
ING’s Warren Patterson and Ewa Manthey report that Gold has come under pressure as higher Oil prices stoke inflation concerns and push…
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New Zealand Dollar: Gulf re-escalation favours Kiwi outperformance – ING
ING strategist Francesco Pesole notes that the New Zealand Dollar is the best-performing G10 currency since early week, boosted by…
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Euro: Narrow path for sustained strength against US Dollar – ING
ING’s Francesco Pesole writes that Middle East tensions have modestly re-tightened EUR/USD short-term swap rate differentials by around 10bp, though…
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US Dollar Index: Hawkish Fed minutes may support greenback – ING
ING’s Francesco Pesole notes that recent equity jitters and firm Oil prices have underlined the Dollar’s safe-haven appeal, while markets…
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Hungarian Forint: Dovish inflation path supports more cuts – ING
Frantisek Taborsky at ING highlights Hungarian inflation falling to 1.7%, below market and National Bank of Hungary (NBH) forecasts, cementing…
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Euro: Le Pen ruling seen as low impact – ING
Francesco Pesole at ING argues that Marine Le Pen’s eligibility ruling matters more for French politics than markets, as investors…
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