President Trump's confirmation of tariffs on Canada, Mexico and China did not trigger a significant impact on markets.
The main highlight of next week will be China's Two Sessions, with the market focusing on economic growth target and policy ...
Just as we were discussing the diminishing impact of tariff rhetoric on FX markets, President Trump yesterday emphatically delivered 4 March as the date on which tariffs would go into effect.
We see the US as the clear winner as President Trump's reshoring agenda puts Mexico and Canada on the back foot ...
The uncertain geopolitical situation and the risk of a trade war are still hindering the eurozone recovery, while the ECB ...
Political stability should improve going forward, however, economic uncertainty looks set to remain for the time being ...
Recent data releases on the Hungarian labour market paint a mixed but in general still positive picture. The trend in ...
I recently took out an old classic from my record collection: “Mad World” by Tears for Fears. Is there a better description ...
The Department of Government Efficiency, Treasury Secretary Scott Bessent, and the supplementary liquidity ratio have been ...
The three main topics we're keeping a close eye on in March are trade, central banks, and Europe. ING's Carsten Brzeski ...
In the latest macro projections, we expect the ECB to maintain its inflation forecasts but lower its GDP growth projections for this year. In December, ECB staff projected GDP growth at 1.1% for 2025 ...
In the rest of G10, sterling is facing substantial downside risks from fiscal turbulence and potentially larger Bank of England cuts, and we see GBP/USD heading towards the low 1.20s. Commodity ...