ING Economic and Financial Analysis

The Fed’s decision to keep interest rate hikes on pause for a second consecutive time has bolstered economic sentiment and supported commodity prices, including energy and metals. Fresh mine...

USD: Investors look set to explore the Fed pause EUR: Global environment delivers a reprieve GBP: BoE to keep rates high for 'sufficiently long' CZK: CNB to start its cutting cycle USD: Investors...

Energy – US oil inventory increased over last week Metals – Central banks’ gold purchases increase in third quarter Agriculture – India sugar production to fall 8% YoY in...

Energy - supply risks remain Metals – Iron ore supply risks Agriculture - US harvest progress Energy - supply risks remain The oil market came under significant pressure yesterday with ICE...

USD: Gearing up to Wednesday's FOMC meeting EUR: GDP data could take its toll GBP: On the soft side into BoE CEE: CNB starting its cutting cycle, inflation in Poland USD: Gearing up to Wednesday's...

US: Federal Reserve policy meeting in focus Eurozone: Inflation and GDP figures UK: Bank of England set for second consecutive pause Norway: Norges Bank to pause, but December rate hike remains the...

Expect another on-hold decision from the Bank of England "Higher for longer" set to remain the key message We expect rate cuts from next summer Gilt and sterling implications Four scenarios for the...

USD: Growth and rates gap more and more favourable EUR: Downside risks after a non-eventful ECB GBP: Swinging rate differentials SEK: FX sales to slow, but may still be too high for comfort USD:...

Energy: EIA reports inventory gain for the week Metals: Downside revision in copper production guidance Agriculture: UNICA reports higher cane crush Energy: EIA reports inventory gain for the...

Energy – Risk premium diminishes Metals – China announces supportive measures Agriculture – European wheat shipments remain soft Energy – Risk premium diminishes ICE...

USD: How far will the dollar correction run? EUR: Can the euro survive today's data? GBP: Focus on services PMI today CEE: NBH starting second phase of cutting cycle USD: How far will the dollar...

USD: Don't argue with the dollar EUR: Soft confidence data to greet the ECB GBP: Tax cuts floated? CEE: NBH to cut base rate, CNB one step closer to first cut USD: Don't argue with the dollar The...

Energy – Speculators boost net long in oil Metals – Gold rally continues on safe haven demand Agriculture – Wheat supply concerns Energy – Speculators boost net long in...

US: Third-quarter GDP growth to come in at around 4% Eurozone: Broad consensus is for no hike as the ECB has already reached a record high UK: Jobs data and PMIs in focus as BoE is set for November...

USD: Still many upside risks Markets have continued to receive evidence of US economic resilience, this time in the jobs sector as initial jobless claims surprised again to the downside and broke...

Energy – Constructive EIA inventory report Growing tension in the Middle East continues to support oil prices, with ICE (NYSE:ICE) Brent settling 1.78% higher yesterday at US$91.50/bbl after...