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Listen: Trump, Trade Wars, and Tense Politics - How 2025 could unfold. In this podcast, ING's James Knightley, Carsten Brzeski, and James Smith discuss the themes that will shape the economy, inflation and interest rates…
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ING Global Outlook: ‘Economics, Actually, our 2025 hit list’
Dec 5, 2024 · A new US president, a threatened trade war, political turmoil in Europe’s powerhouses… 2025 is shaping up to be another extraordinary year. So, how is all that going to shape global economies and markets? And why might we be pleasantly surprised? Your complete guide to what 2025 may hold for ...
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Our top calls for the global economy in 2025 | topics | ING Think
Listen: Trump, Trade Wars, and Tense Politics - How 2025 could unfold. In this podcast, ING's James Knightley, Carsten Brzeski, and James Smith discuss the themes that will shape the economy, inflation and interest rates…
Rates Spark: Mounting concerns keep up the steepening
Sep 25, 2024 · Mounting macro concerns also keep the EUR steepening dynamic in place. In the eurozone, some of the main macro concerns centre around Germany. Disappointing data over the past two days; Monday’s PMIs and Tuesday’s Ifo, have pushed markets to expect a cut in October as the base case now – close to 16bp was priced as of Tuesday reflecting a greater than 60% implied probability of a cut.
The Commodities Feed: Fed comments weigh on the complex
5 days ago · The Federal Reserve lowered rates by 25bp as expected but trimmed its rate cut expectations for 2025, and this has weighed on the commodities complex. Meanwhile, a somewhat soft weekly oil inventory report from the EIA added to downward pressure on the oil market Crude oil edged lower this morning ...
How things can go wrong – or right – for the global economy
Oct 10, 2024 · Two alternative scenarios for the economic outlook. The global economic outlook hinges on whether we’re heading for a US recession, whether China can escape the current cycle of falling property prices and weak sentiment, and whether we see a …
Surging US jobs suggests the Fed needs to tread carefully
Oct 4, 2024 · Job surge beats all expectations. The September jobs report is unambiguously strong. US non-farm payrolls rose 254k versus the 150k consensus and there were 72k of upward revisions to the past two months of data (the range of expectations was 70k up to 220k).