ING Think1d
Listen: What Trump’s tariffs mean for Central and Eastern Europe
In this podcast, ING economists explain how Trump's tariffs will impact CEE and why the region could be more resilient than ...
ING Think1d
Oil prices plunge due to tariff-related demand worries and increased OPEC+ supply
Oil prices have sold off heavily as the market deals with a potential demand hit from tariffs and a surprise supply increase ...
ING Think2d
South Korea: Yoon’s presidency formally ends, but uncertainty remains
The Constitutional Court upheld the impeachment of President Yoon Seok Yeol and markets welcomed the news. However, the ...
ING Think2d
Asia takes big tariffs hit: Vietnam, Thailand most affected, while exemptions ease impact for India, Singapore
President Trump’s punitive tariffs hit Asia, with largest levies on Vietnam and smaller textile exporters. The largest ...
ING Think2d
The Commodities Feed: OPEC+ shocks with supply increase
More OPEC+ supply should translate to more medium sour crude oil and a wider Brent-Dubai spread. This spread has seen an ...
ING Think1d
What US tariffs mean for the UK economy, rate cuts, taxes and trade
The UK is less susceptible to US tariffs, and not just because it was hit with a lower rate than its EU neighbours. But the impact of a weaker US and European economy could be much more significant.
ING Think3d
Japan, South Korea pivot to negotiating lower US tariffs
President Trump's reciprocal tariffs on Japan (24%) and South Korea (25%) were largely in line with market expectations. Both ...
ING Think2d
Turkey sees benign inflation in March, but upside risks for April
Turkey's March data shows a better-than-expected turnout, but recent currency weakness could result in upward pressure on ...
ING Think1d
Ideal conditions for rate cut in the Philippines as inflation falls below target
Following the tariff announcements, the Philippine peso (PHP) has strengthened against the US dollar (USD), and the real ...
ING Think3d
Asia week ahead: Inflation for China and Taiwan, plus key data on Japan and Korea, and interest rate decision for Philippines
China’s deflation challange is the main event as Beijing announces both consumer price and producer price indices. Taiwan's ...
ING Think2d
Sharp dovish pivot by the National Bank of Poland governor opens the door for a rate cut in May
The communication by the National Bank of Poland (NBP) President suggests a rate cut is possible as early as May. Two mini ...
ING Think3d
Market reaction to Liberation day - this is just the beginning
Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come ...