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    <title><![CDATA[ING Think]]></title>
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    <link>https://think.ing.com/</link>
    <description>From Trump to trade, from Draghi to the dollar, we tell you what's happening - and is likely to happen in global markets.</description>
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			<title>ING Think</title>
			<link>https://think.ing.com/</link>
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    <dc:language>en</dc:language>
    <dc:creator>economics@uk.ing.com</dc:creator>
    <dc:rights>Copyright 2026</dc:rights>
    <dc:date>2026-06-08T10:45:00+00:00</dc:date>
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<item>
  <title><![CDATA[Why surprisingly low Hungarian inflation could be a game changer]]></title>
  <link>https://think.ing.com/snaps/why-might-the-surprisingly-low-hungarian-inflation-be-a-game-changer/</link>
  <guid>https://think.ing.com/snaps/why-might-the-surprisingly-low-hungarian-inflation-be-a-game-changer/#When:11:33:00Z</guid>
  <description><![CDATA[CENTRAL AND EASTERN EUROPE: Inflation in Hungary came in unexpectedly low in May, which could alter the scope for action previously anticipated by the National Bank of Hungary. The question has shifted – it's no longer whether there will be a rate cut, but how far rates will be cut in the next meeting]]></description>
  <dc:subject><![CDATA[Central and Eastern Europe, Hungary]]></dc:subject>
  <dc:date>2026-06-09T11:33:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Taiwan’s trade boom prompts another growth upgrade]]></title>
  <link>https://think.ing.com/snaps/taiwans-trade-boom-prompts-another-growth-upgrade/</link>
  <guid>https://think.ing.com/snaps/taiwans-trade-boom-prompts-another-growth-upgrade/#When:10:07:00Z</guid>
  <description><![CDATA[ASIA/PACIFIC: Both exports and imports well exceeded expectations again in May, surging over 50% year-on-year as rising prices support strong volume growth. Strong export-driven growth and rising inflation raise the risk of central bank tightening this year]]></description>
  <dc:subject><![CDATA[Asia/Pacific, Taiwan, Trade]]></dc:subject>
  <dc:date>2026-06-09T10:07:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[FX Daily: Dollar consolidates recent gains]]></title>
  <link>https://think.ing.com/articles/fx-daily-dollar-consolidates-recent-gains/</link>
  <guid>https://think.ing.com/articles/fx-daily-dollar-consolidates-recent-gains/#When:06:50:00Z</guid>
  <description><![CDATA[ It has been a mildly better 24 hours for risk assets, with tech stocks showing a little more stability and the Asian currency complex lifted by stronger trade data in China. Expect more consolidation today given very little data and the blackout period ahead of the ECB and Fed meetings. Expect the dollar to remain supported on dips]]></description>
  <dc:subject><![CDATA[FX]]></dc:subject>
  <dc:date>2026-06-09T06:50:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[German industrial production defied worst-case fears in April, but stagnation persists]]></title>
  <link>https://think.ing.com/snaps/german-ip-apr26/</link>
  <guid>https://think.ing.com/snaps/german-ip-apr26/#When:06:25:00Z</guid>
  <description><![CDATA[GERMANY: Industrial production increased for the first time since the start of the war in the Middle East. However, the improvement was too little to bring any significant relief. Instead, industrial production is again close to stagnation rather than signalling a genuine turnaround]]></description>
  <dc:subject><![CDATA[Germany]]></dc:subject>
  <dc:date>2026-06-09T06:25:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[China trade outperforms amid tech boom and US rebound]]></title>
  <link>https://think.ing.com/snaps/tech-boom-and-us-rebound-drives-china-trade-outperformance/</link>
  <guid>https://think.ing.com/snaps/tech-boom-and-us-rebound-drives-china-trade-outperformance/#When:04:45:00Z</guid>
  <description><![CDATA[ASIA/PACIFIC: China's trade data beat market expectations across the board in May, with shipments to the US seeing a strong base-effect-driven bounce. External demand continues to be one of China's key growth engines this year, but higher imports could cut into the trade surplus going forward]]></description>
  <dc:subject><![CDATA[Asia/Pacific, China]]></dc:subject>
  <dc:date>2026-06-09T04:45:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Czech industrial output remains far from full strength]]></title>
  <link>https://think.ing.com/articles/czech-industrial-output-remains-far-from-full-strength/</link>
  <guid>https://think.ing.com/articles/czech-industrial-output-remains-far-from-full-strength/#When:13:29:00Z</guid>
  <description><![CDATA[CZECH REPUBLIC: Industrial output continued to expand in April, yet the overall dynamic remains rather benign. Continued distortion in the housing market and rapid credit growth argue for tighter policy. However, there are also reasons to keep rates unchanged, which remains our base case. That said, we stand ready to adjust our view in response to more hawkish signals]]></description>
  <dc:subject><![CDATA[Czech Republic]]></dc:subject>
  <dc:date>2026-06-08T13:29:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Shift in power opens a new chapter for Hungary]]></title>
  <link>https://think.ing.com/articles/shift-in-power-opens-a-new-chapter-for-hungary/</link>
  <guid>https://think.ing.com/articles/shift-in-power-opens-a-new-chapter-for-hungary/#When:10:45:00Z</guid>
  <description><![CDATA[CENTRAL AND EASTERN EUROPE: A shift in power in Hungary in mid-April has raised expectations for change, but the new government faces limited room for manoeuvre. Change will take time, and the question remains whether Hungary can capitalise on the positive momentum to change direction. Our Q&A explainer addresses the key questions around Hungary’s political shift]]></description>
  <dc:subject><![CDATA[Central and Eastern Europe, Hungary]]></dc:subject>
  <dc:date>2026-06-08T10:45:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[FX Daily: Fed pricing and tech indigestion bolster dollar]]></title>
  <link>https://think.ing.com/articles/fx-daily-fed-pricing-and-tech-indigestion-bolster-dollar/</link>
  <guid>https://think.ing.com/articles/fx-daily-fed-pricing-and-tech-indigestion-bolster-dollar/#When:06:48:00Z</guid>
  <description><![CDATA[ The dollar is enjoying broad support. Bearish flattening of the US yield curve as the market moves to price Fed tightening and a tech-led sell-off in risk assets are the main culprits for the move. We see these two factors continuing to dominate in a week that sees the release of US CPI for May on Wednesday and a likely SpaceX IPO on Friday ]]></description>
  <dc:subject><![CDATA[FX]]></dc:subject>
  <dc:date>2026-06-08T06:48:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Czech spending holds up amid softer inflation]]></title>
  <link>https://think.ing.com/articles/czech-spending-holds-up-amid-softer-inflation/</link>
  <guid>https://think.ing.com/articles/czech-spending-holds-up-amid-softer-inflation/#When:14:44:00Z</guid>
  <description><![CDATA[CZECH REPUBLIC: Retail sales undershot expectations in April, yet largely due to a strong Easter effect in the food segment. Spending on non-food goods suggests further consumer strength, while inflation is set to behave relatively well due to receding fuel prices and a decelerating core rate. The key question is whether risks to growth materialise]]></description>
  <dc:subject><![CDATA[Czech Republic]]></dc:subject>
  <dc:date>2026-06-05T14:44:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Bank of Canada still set to lean dovish]]></title>
  <link>https://think.ing.com/articles/bank-of-canada-still-set-to-lean-dovish/</link>
  <guid>https://think.ing.com/articles/bank-of-canada-still-set-to-lean-dovish/#When:14:15:00Z</guid>
  <description><![CDATA[CANADA: Falling output, USMCA renegotiation risk, a mixed jobs picture, and softer-than-feared inflation suggest the Bank of Canada will continue to push back against the market pricing of rate hikes at its 10 June meeting. We don’t expect any tightening this year. The Canadian dollar should therefore remain a laggard among commodity currencies]]></description>
  <dc:subject><![CDATA[FX, Canada]]></dc:subject>
  <dc:date>2026-06-05T14:15:00+00:00</dc:date>
</item>


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