Ing
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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,…
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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…
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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…
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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…
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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…
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Japanese Yen: Intervention jitters linger – ING
Chris Turner at ING notes that a near 1% drop in USD/JPY within minutes, followed by another slide, sparked talk…
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Brent: Geopolitical risk keeps cracks elevated – ING
ING analysts Warren Patterson and Ewa Manthey note Brent has pushed back above $95/bbl as escalating Persian Gulf tensions revive…
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CEE FX: Hawkish repricing supports regional currencies – ING
ING strategist Frantisek Taborsky reports that Polish inflation surprised to 3.4% on higher fuel prices, while food prices fell, and…
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Gold: Fed hawkishness caps upside – ING
ING’s commodities team, led by Warren Patterson and Ewa Manthey, reports that Gold came under pressure after Federal Reserve Chair…
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Brent: Hormuz tensions keep prices supported above $90 – ING
ING analysts Warren Patterson and Ewa Manthey note that oil prices, including ICE Brent, started the week stronger after US…
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