Eurozone data remains volatile amid trade war developments, but the underlying trend is still sluggish. Uncertainty is ...

Poland’s interest rate cuts are set to be frontloaded with a target rate of 3.5% to be reached in early spring 2026. At the ...

Weaker growth and rate cutting usually pulls longer tenor market rates lower but here's why other factors could pull rates ...

Italian industrial production data softens again in May, confirming a stagnating environment which has been holding since mid ...

Trump's 50% tariff announcement on Brazil, a net importer from the US, appears linked to charges against former President ...

Euro rates markets are unlikely to see much movement on tariff-related news and will probably need to get their cues from ...

Gold, oil, and inflation are the three key themes of the month for the CIS-4. The last couple of months have shown that Uzbekistan continues to benefit from strong gold prices, while Kazakhstan and ...

Growth challenges are mounting while tariffs will lift inflation, but stagflation fears are wide of the mark. The Fed will likely delay rate cuts until the end of the year, despite escalating pressure ...

That leaves tax rises. The good news is that there’s one obvious piece of low-hanging fruit, and that’s to extend the freeze on tax thresholds beyond 2028. That may sound very academic, but because ...

On the brighter side, retail sales rebounded strongly, hitting a 15-month high of 6.4% YoY. In particular, we’re seeing the positive impact of China’s trade-in policies play out, as evidenced by the ...

The Bank of Korea leaned slightly hawkish, balancing growth risks and financial imbalances. The BoK’s pause on rate cuts is ...

Join ING’s strategists for a live webinar on the key themes shaping foreign exchange in the second half of 2025. Hear from ...