Bank of Japan leaves rates at 1.00% with no surprises
China's PMI fell sharply in July as markets await policy support
USD/JPY: Strong suspicion of intervention
German inflation shows its uglier side
Bank of England leans dovish as it keeps rates on hold
Hungary's growth streak continues but falls short of expectations
Italian GDP decelerates only slightly in the second quarter
Eurozone economy motors on despite Middle East war
Dutch growth getting more traction, with surprising investment and strong…
China’s Politburo strikes a supportive tone but offers few tangible measures
German economy defies Middle East war by growing in the second quarter
The BoJ left rates at 1.00% and looks in no hurry to accelerate the tightening cycle
FX Daily: Dollar hits post-FOMC perfect storm
The hangover from a dovish Fed surprise has taken DXY back to levels seen during Warsh’s USD-bullish June press conference
Rates Spark: Recalibrating rate assumptions
Markets have had a lot to digest this week and we should brace for more volatility going forward
Asia week ahead: Indian rate decision and data on Philippines, Indonesia, China
RBI expected to stay on hold, while markets focus on key growth, inflation and trade data across Asia
The Commodities Feed: Oil slips as more crude flows out of Persian Gulf
Though still in single digits, there are reports shuttling of oil across Strait of Hormuz has resumed
China's PMI decline shows momentum weakening into the second half amid global headwinds
US import ban on new inverters adds fresh pressure to clean power supply chain
The new inverter ban could increase costs and supply chain pressures for the US clean power industry
It looks like Japan has intervened again
US GDP disappoints despite consumer resilience
Softer GDP growth and cooler inflation suggest the Fed may not need to hike rates
Czech National Bank preview: Stable rates amid uncertain times
With the economy operating below its potential, an unchanged monetary policy setup is the best way forward
German inflation increased in July as the government's tax rebate on fuel expired
We expect a prolonged hold from the Bank before rate cuts resume next spring
The winners and losers of China's K-shaped economy
The Hungarian economy surprised on the downside, but there's no reason to panic just yet
Our forecast of 0.8% average GDP growth for 2026 now looks slightly conservative
Eurozone strength may be underestimated
Dutch economic growth accelerated in the second quarter, driven by robust public and household spending and strong export growth
We've seen limited expectations from markets but incremental easing is still on the table for 2H26
The German economy grew by 0.2% QoQ in the second quarter
Rates Spark: The Fed holds and the long end gets nervous
The Fed kept rates on hold, triggering a dovish recalibration alongside higher longer rates
THINK Ahead: How markets are right – and wrong – about rate hikes
James Smith's guide to the week ahead
Oil at $100: how much supply is still flowing from the Middle East?
As tensions in the Middle East push oil prices back towards $100 a barrel, ING's Head of Commodities Strategy Warren Patterson speaks to Developed…
Kazakhstan's central bank keeps surprising as fiscal clarity trumps…
The National Bank of Kazakhstan has cut rates by 25bp to 16.75%
Bank of England some way off a rate hike despite energy price spike
The Bank of England is poised to keep rates on hold this Thursday
Bank of Japan preview: The slow path to higher rates
The BoJ meets to set rates on Friday. A mildly hawkish meeting looks unlikely to reverse a strong yen
Hungarian labour market's positive momentum fades
The Hungarian labour market is under pressure again, and there appears to be no quick fix on the horizon
FX Daily: Pre-FOMC positioning may favour the dollar
Hawkish surprise fears can offset lower oil prices
Czech consumer and business sentiment resilient in July
Consumer sentiment softened in July yet remained above its long-term average
Rates Spark: Either way, the Fed will surprise
We don't think the Fed will hike, but markets see a significant 30% probability
German Ifo index improves for third consecutive month in July
German Ifo index surprises in July and increases for the third consecutive month
The Commodities Feed: Oil slumps as the US and Iran pause strikes
Big question is when vessels can navigate the Strait of Hormuz without fear of being attacked
FX Daily: Swiss franc becomes favourite funding currency
The dollar remains bid as investors wake up to the risk of a Fed hike tomorrow
Bank Indonesia's leadership change – continuity or shifting priorities?
A surprise resignation from BI's governor introduces a fresh wave of uncertainty
Rates Spark: Hike temptation
A Fed hike isn’t our base case. But we can see how it could happen
The Commodities Feed: Oil slides as hopes grow for a US and Iran deal
Oil prices continue to sell off with recent developments pointing towards further de-escalation
Fed holds rates steady as three FOMC members dissent
The Fed held rates steady in a close decision as 3 out of 12 wanted an immediate rate hike
The Commodities Feed: Oil rises as Middle East tensions reignite
The latest developments throw cold water on the idea of a swift de-escalation in the Persian Gulf
More Dutch housing supply pushes transactions to record highs
This year has seen a record number of home sales in the Netherlands
FX Daily: Fed hold can hit the dollar today
Downside risks are larger for the dollar today
