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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>2026-08-28T14:46:00+00:00</dc:date>
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<item>
  <title><![CDATA[Warsh guides forward without forward guidance]]></title>
  <link>https://think.ing.com/snaps/warshs-hawkish-words-pivots-the-curve-flatter/</link>
  <guid>https://think.ing.com/snaps/warshs-hawkish-words-pivots-the-curve-flatter/#When:14:46:00Z</guid>
  <description><![CDATA[NORTH AMERICA: We got far more here from Chair Warsh then we were getting from his two FOMC meetings to date. He was keen not to provide forward guidance, but his words smacked of forward guidance; he was net hawkish. That does not guarantee anything, but front end rates are higher and back end rates lower as a reaction. Seems fair. Nothing on the Treasury buybacks, as expected]]></description>
  <dc:subject><![CDATA[Rates, North America, United States]]></dc:subject>
  <dc:date>2026-08-28T14:46:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[RBNZ preview: A 25bp hike, with some dovish risks]]></title>
  <link>https://think.ing.com/articles/rbnz-preview-a-25bp-hike-with-some-dovish-risks/</link>
  <guid>https://think.ing.com/articles/rbnz-preview-a-25bp-hike-with-some-dovish-risks/#When:14:40:00Z</guid>
  <description><![CDATA[ASIA/PACIFIC: The Reserve Bank of New Zealand should hike rates by 25bp on 2 September, in line with expectations. We also think they will retain a bias for more tightening, but the bar to match markets' very hawkish expectations for the next year is set high. The new set of projections carries some dovish risks and can weigh on NZD ]]></description>
  <dc:subject><![CDATA[FX, Asia/Pacific, New Zealand]]></dc:subject>
  <dc:date>2026-08-28T14:40:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Poland’s draft 2027 budget: Not great, not terrible]]></title>
  <link>https://think.ing.com/articles/polands-draft-2027-budget-not-great-not-terrible/</link>
  <guid>https://think.ing.com/articles/polands-draft-2027-budget-not-great-not-terrible/#When:13:00:00Z</guid>
  <description><![CDATA[CENTRAL AND EASTERN EUROPE: Poland is on course to run the EU's largest fiscal deficit in 2027 at 7.1% of GDP. While the draft budget is not as irresponsible as some investors had feared, given next year's general election and the populist ideas promoted by the ruling party and the opposition, fiscal consolidation has been delayed once again]]></description>
  <dc:subject><![CDATA[Central and Eastern Europe, Poland]]></dc:subject>
  <dc:date>2026-08-28T13:00:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Italian confidence data improves further in August]]></title>
  <link>https://think.ing.com/snaps/italian-confidence-data-improves-further-in-august/</link>
  <guid>https://think.ing.com/snaps/italian-confidence-data-improves-further-in-august/#When:11:55:00Z</guid>
  <description><![CDATA[EUROPE: The improvement is widespread, affecting consumers and businesses alike, highlighting the resilience of the Italian economy and lending further support to our forecast of 0.9% GDP growth in 2026]]></description>
  <dc:subject><![CDATA[Europe, Italy]]></dc:subject>
  <dc:date>2026-08-28T11:55:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Hungary’s labour market eases, but structural pressures remain]]></title>
  <link>https://think.ing.com/articles/hungarys-labour-market-eases-but-structural-pressures-remain/</link>
  <guid>https://think.ing.com/articles/hungarys-labour-market-eases-but-structural-pressures-remain/#When:11:45:00Z</guid>
  <description><![CDATA[CENTRAL AND EASTERN EUROPE: Although wage growth moderated and participation rates rose, seasonal factors rather than structural changes drove both. Supply-side pressure is expected to increase in the labour market even in the short term due to a continuous decline in the working-age population]]></description>
  <dc:subject><![CDATA[Central and Eastern Europe, Hungary]]></dc:subject>
  <dc:date>2026-08-28T11:45:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[CEE & CCA week ahead: Kazakhstan rate decision and Polish GDP]]></title>
  <link>https://think.ing.com/articles/cee-cca-week-ahead-kazakhstan-rate-decision-and-gdp-and-inflation-data-across-poland-hungary-and-turkey/</link>
  <guid>https://think.ing.com/articles/cee-cca-week-ahead-kazakhstan-rate-decision-and-gdp-and-inflation-data-across-poland-hungary-and-turkey/#When:10:20:00Z</guid>
  <description><![CDATA[CENTRAL AND EASTERN EUROPE: Poland will release second-quarter GDP and August inflation data next week, while Hungary and Turkey publish key growth figures and Kazakhstan delivers its latest rate decision]]></description>
  <dc:subject><![CDATA[Central and Eastern Europe, Hungary, Poland, Turkey, Commonwealth of Independent States, Kazakhstan]]></dc:subject>
  <dc:date>2026-08-28T10:20:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Strong jump in eurozone sentiment in August]]></title>
  <link>https://think.ing.com/snaps/strong-jump-in-eurozone-sentiment-in-august/</link>
  <guid>https://think.ing.com/snaps/strong-jump-in-eurozone-sentiment-in-august/#When:09:45:00Z</guid>
  <description><![CDATA[ The increase from 97.1 to 98.4 shows that the eurozone economy remained resilient over the summer. Despite droughts, higher energy prices and broader geopolitical concerns, momentum remains quite decent]]></description>
  <dc:subject><![CDATA[]]></dc:subject>
  <dc:date>2026-08-28T09:45:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[THINK Ahead: Six months of the Iran War in six charts]]></title>
  <link>https://think.ing.com/opinions/think-ahead-six-months-of-the-iran-war-in-six-charts/</link>
  <guid>https://think.ing.com/opinions/think-ahead-six-months-of-the-iran-war-in-six-charts/#When:09:00:00Z</guid>
  <description><![CDATA[ Six months to the day since the Iran war began, Europe's economy has proved surprisingly resilient. James Smith argues that it's less about interest rates being too low and more about inflation staying more contained than some had feared, raising questions about the additional rate hikes markets have priced in]]></description>
  <dc:subject><![CDATA[]]></dc:subject>
  <dc:date>2026-08-28T09:00:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[French economy grinds to a halt]]></title>
  <link>https://think.ing.com/articles/french-economy-grinds-to-a-halt/</link>
  <guid>https://think.ing.com/articles/french-economy-grinds-to-a-halt/#When:08:25:00Z</guid>
  <description><![CDATA[EUROPE: The French economy has avoided recession, but only just. Downward revisions to GDP data confirm that economic activity lost more momentum than previously thought, making the government’s fiscal targets even harder to achieve]]></description>
  <dc:subject><![CDATA[Europe, France]]></dc:subject>
  <dc:date>2026-08-28T08:25:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Asia week ahead: Key data on Australia, China, India, Japan, Korea, Philippines]]></title>
  <link>https://think.ing.com/articles/asia-week-ahead-280826/</link>
  <guid>https://think.ing.com/articles/asia-week-ahead-280826/#When:06:49:00Z</guid>
  <description><![CDATA[ASIA/PACIFIC: GDP releases from India and Australia are the main events, along with China's purchasing managers' indexes, Philippines' inflation, Japan's retail sales and industrial production and South Korea's trade and inflation]]></description>
  <dc:subject><![CDATA[Asia/Pacific, Australia, China, India, Japan, Philippines, South Korea, Asia week ahead]]></dc:subject>
  <dc:date>2026-08-28T06:49:00+00:00</dc:date>
</item>


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