THINK economic and financial analysis
US growth with a capital K
United States

US growth with a capital K


Tech capex and high income consumers continue to be the growth engines for the US economy

James Knightley

THINK Ahead: Your 'festive' reading list

THINK Ahead: Your 'festive' reading list


James Smith's cure for post-Christmas boredom

James Smith, James Knightley and David Havrlant

In Europe, more corporate debt would be a good sign

In Europe, more corporate debt would be a good sign


Low corporate debt ratios in Europe should pick up in 2026

Marieke Blom and Jeroen van den Broek

Lagarde reiterates the ECB is in no rush to change rates anytime soon

Lagarde reiterates the ECB is in no rush to change rates anytime soon


ECB holds rates and Lagarde signals no rush to leave her 'good place'

Carsten Brzeski

Bank of England cuts rates in heavily divided decision
United Kingdom

Bank of England cuts rates in heavily divided decision


The Bank of England's decision to cut rates was more hawkish than expected

James Smith and Chris Turner

Tame US inflation gives the Fed room for more rate cuts
United States

Tame US inflation gives the Fed room for more rate cuts


Big downside miss for inflation means the Fed has more scope to cut interest rates

James Knightley

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United States

Knightley: Why 2026 will be good for some but not all in the US next year


The US economic outlook is fairly upbeat for 2026

James Knightley

Rates Outlook 2026: Situation Normal, All Fuddled Up
Bundle Rates
Bundle

Rates Outlook 2026: Situation Normal, All Fuddled Up


Our full outlook for what 2026 could bring for rates markets
Commodities Outlook 2026: Energy cools as metals heat up
Bundle Commodities, Food & Agri
Energy
Bundle

Commodities Outlook 2026: Energy cools as metals heat up


Our view on the outlook for the commodities complex in 2026
FX Talking: We need to talk about Kevin
Bundle FX
Bundle

FX Talking: We need to talk about Kevin


A Hassett-run Fed may well run real rates lower than now and that would be a clear negative for the dollar
Asia Outlook 2026: The burning questions – and answers – defining the year ahead
Bundle China
India
Bundle

Asia Outlook 2026: The burning questions – and answers – defining the year ahead


Our key calls for Asia in 2026
Trade watch

Trade watch

The latest updates from our team of economists and strategists on the current trade war turmoil, tariff developments and Trump's 'liberation day' fallout
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Regions

All over the world our analysts write about their dedicated region.

Our latest

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United States
US growth with a capital K

US growth with a capital K

Tech capex and high income consumers continue to be the growth engines for the US economy
Czech Republic
Czech consumers remain upbeat amid gloomy industrial outlook

Czech consumers remain upbeat amid gloomy industrial outlook

Czech business confidence may have dropped, but consumers remain slightly more optimistic

Romania
Monitoring Romania: An improving outlook despite persisting challenges

Monitoring Romania: An improving outlook despite persisting challenges

We see a better outlook for Romania now than earlier on in the year
Poland
Poland’s retail sales disappoint but growth outlook remains robust
Poland’s retail sales disappoint but growth outlook remains robust
Italy
Italian confidence ticks up, led by an Olympics-driven tourism boost
Italian confidence ticks up, led by an Olympics-driven tourism boost
THINK Ahead: Your 'festive' reading list
THINK Ahead: Your 'festive' reading list
FX
Japan
Further Bank of Japan hikes are expected, but not imminent
Further Bank of Japan hikes are expected, but not imminent
FX
FX Daily: BRICS quietly leaving the Treasury market
FX Daily: BRICS quietly leaving the Treasury market
In Europe, more corporate debt would be a good sign
In Europe, more corporate debt would be a good sign
Asia week ahead
United States
Asia week ahead: Key data from South Korea, Japan, and Taiwan
Asia week ahead: Key data from South Korea, Japan, and Taiwan
Lagarde reiterates the ECB is in no rush to change rates anytime soon
Lagarde reiterates the ECB is in no rush to change rates anytime soon

A taste of things to come

FX
Credit
Rates
Outlook 2026: The world right now
Outlook 2026: The world right now
Resilience, inflation and debt: 3 calls for the global economy
United States
Upbeat on growth but election dramas loom: 3 calls for the US
France
Germany
Waiting for a sudden surge: the eurozone's Big 4
10 risks for the global economy in 2026

Sustainability matters

More sustainability
Opinion

By Gerben Hieminga and Coco Zhang

Nature in the boardroom: Monetisation models driving corporate strategy
Opinion

Nature in the boardroom: Monetisation models driving corporate strategy

COP30’s Tropical Forest Forever Fund is innovative for investors, but for companies, nature credits hold more practical value to meet sustainability targets
Energy
Manufacturing, Construction and Retail
Sustainability
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Watch: Europe is losing out big time on the AI and data centre battle

Diederik Stadig explains why Europe is lagging behind on AI and data centre investment
Credit
Financial Institutions
Sustainability
ESG Omnibus: Three proposals but a common path towards major scope reductions

ESG Omnibus: Three proposals but a common path towards major scope reductions

New proposals would drastically shrink the number of companies required to report ESG disclosures
Energy
Sustainability
Poland
ETS2 more a tail risk to Poland’s inflation path

ETS2 more a tail risk to Poland’s inflation path

ETS2 and the inflation risks for Poland
Energy
Sustainability
From Belém to the boardroom – what COP30 means for climate leadership

From Belém to the boardroom – what COP30 means for climate leadership

Here’s what the UN Climate Conference COP30 offers to executives and corporate leaders
Energy
Sustainability
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Watch: Why America needs every energy source

The energy and AI races Trump wants to win

Full PDF reports

More reports
Report Rates
Rates Outlook 2026: Situation Normal, All Fuddled Up
Report

Rates Outlook 2026: Situation Normal, All Fuddled Up

The full report of our 2026 outlook for rates markets

Padhraic Garvey, CFA, Benjamin Schroeder and Michiel Tukker

Download PDF
Report Credit
US Dollar Credit Supply: Corporate supply was very strong in November
Report

US Dollar Credit Supply: Corporate supply was very strong in November

Another strong month, led by TMT

Timothy Rahill and Marine Leleux

Download PDF
Report Credit
Euro Credit Supply: Record-breaking November supply
Report

Euro Credit Supply: Record-breaking November supply

Record-breaking supply in November

Timothy Rahill and Marine Leleux

Download PDF

THINK Vision

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Why 2026 will be good for some but not all in the US next year
The global economy is cooking but the kitchen’s in chaos!
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Europe is losing out big time on the AI and data centre battle
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The real state of the US economy
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The currency winners and losers in 2026
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The global economy finds respite, not relief
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Power up, America! Why the US needs every energy source
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Finally, some good news for Britain’s finances
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Why the US dollar is set to fall further
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Watch: Why Europe is praying for France to get a grip
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Can you feel it yet? The true cost of US tariffs on Europe
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Podcasts

More podcasts
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Listen: Firings, the Fed's future, and the fallout for policy and markets

Listen: Firings, the Fed's future, and the fallout for policy and markets

In this podcast, we discuss President Trump’s efforts to steer monetary policy - and what that could mean for US economy and financial markets
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Listen: How Trump, Russian sanctions, and China's slowdown will shape commodities in 2025

Listen: How Trump, Russian sanctions, and China's slowdown will shape commodities in 2025

In this podcast, ING's Warren Patterson and Ewa Manthey share their views on the outlook for commodities markets this year

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