Ing

Eurozone: Real yields and supply pressures – ING

ING’s Padhraic Garvey and Michiel Tukker stress that Eurozone real rates are increasingly driven by structural forces such as fiscal expansion and…

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British Pound: Stronger Dollar caps gains near 1.3500 – ING

ING’s Chris Turner notes that Bank of England Governor Andrew Bailey has successfully dampened expectations for further tightening, with priced…

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Indian Rupee: Gradual stabilisation prospects after oil shock – ING

ING’s Deepali Bhargava argues that India’s fuel subsidies and diversified energy sourcing have contained the inflation and growth impact of…

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China: Reflation momentum delays PBoC cuts – ING

ING’s Lynn Song notes that stronger China Consumer Price Index (CPI) and Producer Price Index (PPI) data in April, alongside…

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British Pound: Political risks drags against Euro – ING

ING’s Chris Turner notes Sterling is softening after UK local elections, as Labour’s losses fuel talk of a leadership contest…

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Taiwan: Export slowdown but outlook bright – ING

ING’s Chief Economist for Greater China, Lynn Song, notes that Taiwan’s April trade data showed slower export and import growth…

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USD/BRL: High carry keeps Real in focus – ING

ING’s Chris Turner calls Brazil one of his preferred emerging markets, citing strong terms of trade, buoyant equities and expectations of 100bp…

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EUR/USD: Gas risks threaten fair value – ING

ING’s Chris Turner warns that higher natural gas prices could become a fresh headwind for the Euro (EUR). He reiterates ING’s view…

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Oil: Market steadier as Hormuz risks persist – ING

ING analysts Warren Patterson and Ewa Manthey say the Oil market has stabilised after a volatile week driven by concerns…

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EUR/GBP: Confusing picture on BoE communication – ING

ING’s Chris Turner describes Sterling price action as confusing after the Bank of England’s latest communication. While he sees the BoE laying…

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