Ing
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Silver – Chinese demand surge cools after record – ING
ING’s commodities team highlights that China’s Silver imports hit a record in March, driven by retail and solar-sector demand, far exceeding the…
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GBP/USD: Political noise and softer BoE pricing – ING
ING’s Chris Turner notes Sterling has held up even as markets scale back Bank of England tightening expectations to just…
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USD/CAD: Modest downside as Fed cuts loom – ING
ING keeps a mildly bearish profile for USD/CAD into year‑end, driven mainly by expected Dollar weakness once the Federal Reserve resumes cutting in 3Q.…
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USD: Risk rally questions deeper downside – ING
ING’s Chris Turner argues that while global risk assets are rallying and weighing on the US Dollar (USD), conditions for…
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EUR/USD: Rally faces correction risks – ING
ING’s Chris Turner notes that EUR/USD has fully retraced its March losses, helped by fading expectations for an April ECB hike while…
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EUR/GBP: BoE caution supports cross – ING
ING strategist Francesco Pesole notes that Bank of England Governor Andrew Bailey and hawkish MPC members Catherine Mann and Megan…
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China: Inflation pressures build with energy – ING
ING’s Chief Economist for Greater China, Lynn Song, notes that China’s CPI inflation eased to 1.0% year-on-year after Lunar New…
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KRW: War risk keeps 1,450–1,550 range in focus – ING
ING’s Min Joo Kang notes that KRW is trading below 1,500, with near-term moves heavily dependent on Middle East developments.…
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DXY: Retreat extends but floor holds – ING
ING’s Chris Turner notes that risk assets are rebounding after the Iran ceasefire, with higher equities, a bullish steepening in yield…
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Aluminium: Gulf outages tighten global balance – ING
ING analysts Ewa Manthey and Warren Patterson report that Aluminium supply risks have intensified after Iranian attacks on Emirates Global…
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