ING THINK economic and financial analysis | ING Think
Live event: ING Outlook - Credit Markets in 2025. Join ING’s credit analysts as they look ahead to 2025 and guide you through their views on strategy, with additional thoughts on banks and real estate. Jeroen van den Broek, Timothy Rahill and 2 others. TMT.
Forecasts - ING Think
Our global economic and financial forecasts. Find out what our economists and strategists are expecting over coming quarters. Growth (GDP)
Latest and Most read - ING Think
Weak US jobs report confirms Fed has increasing room to cut rates. October’s ECB cheat sheet: Reluctant mark-to-market. ECB comments suggest there’s a new rush towards neutral rates. Plunging UK services inflation set to accelerate rate cuts. Latest and Most read on ING THINK.
The upside and downside risks to our global outlook
8 hours ago · The upside risks: Higher growth, higher rates. Expectations for US growth in 2025 are already pretty high following Donald Trump’s victory in the presidential election. Extended and expanded tax cuts, combined with the certainty of a clean and clear election result, have bolstered our 2025 GDP numbers. Profit margins and corporate balance ...
Rates: Expect the unexpected | articles | ING Think
9 hours ago · Starting with the Fed funds rate, our neutral valuation is 3-3.25%. Given that, there is room for the Fed cutting to continue. Our neutral 10yr SOFR rate is 4%, a 100bp curve. The actuals sit below both of these estimates. As does the 10yr Treasury yield, where we identify neutrality as 4.5%.
Articles - ING Think
Riksbank November preview: 50bp cut likely, but watch post-US election volatility. Live event: ING Outlook - Credit Markets in 2025. AI Monthly: Soaring costs of GenAI challenge short-term profitability. FX Daily: This isn’t a mini-budget rerun for sterling. Stay ahead with our our latest articles on economic and financial analysis from ING ...
Rates Spark: Markets move as predicted | articles | ING Think
15 hours ago · Markets move as expected and finalise the Trump trade. Trump won, and the Republicans are well underway to secure Congress, including the House. The reaction function of US markets was largely in line with expectations, with 10Y UST yields remaining higher and the S&P 500 reaching new record highs. The inflationary impact is also made clear in ...
About us - ING Think
THINK is made up of a winning combination of over 40 economists around the world and an editorial team bringing a 'newsroom' approach to empower people to stay a step ahead in life and business. Get in touch. We would like to hear from you. Follow us on Twitter or email us at [email protected]. Meet the team.
Deciphering the cycle | articles | ING Think
Mar 1, 2024 · Key calls this month. United States: With GDP growth and jobs numbers beating all expectations and core inflation running too hot for comfort, 2024 market interest rate cut expectations have been pared back by 100bp since mid-January. We now expect the first cut in June. Eurozone: Another mild winter pushing down natural gas prices is helping the eurozone economy come out of the doldrums ...
AI - ING Think
Data is the new gold for AI development. TMT AI. AI revolution driven by new supercomputers. TMT AI. AI productivity gains may be smaller than you’re expecting. AI. AI will fundamentally transform the job market but the risk of mass unemployment is low.