Ing

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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BoE: June hike seen as one and done – ING

ING’s James Smith notes that the Bank of England (BoE) kept rates at 3.75% in April but is moving closer…

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EUR/HUF: MNB is expected to hold rates – ING

ING strategist Frantisek Taborsky says Hungary remains central in Central and Eastern European (CEE), with the first post‑election central bank…

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Oil: Prices supported by US-Iran stalemate – ING

ING analysts Warren Patterson and Ewa Manthey note that Oil has rallied strongly as US-Iran peace talks stall and energy…

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