ING's Diederik Stadig on how the latest tariff developments could impact both consumers and the pharmaceutical industry ...

USD: BRICS in focus. The dollar is consolidating after Friday's heavy losses. And the greater market interest in the short ...

With inflation steady near 2% throughout this year and expectations declining toward 2%, we consider prices well anchored ...

The US curve has some steepening potential to play with, while the eurozone has some positive data surprises to price in ...

There's now a much higher probability that the US Fed will start cutting interest rates soon. ING's James Knightley says our thinking has started to change ...

CPI inflation in July came in at 2.06% month-on-month, falling short of both the consensus forecast and our projection of 2.5% ...

Uncertainty about the quality of US data is not a good look for US asset markets and could add some more risk premium both into the dollar and Treasuries. For Treasuries, this week sees $125bn in ...

There was little in the way of surprises from OPEC+ over the weekend, as the group increased supply by 547k b/d for September ...

It’s been a big day in FX markets where a wholly weak US jobs report has pulled the rug from under Jerome Powell’s hawkish stoicism and stopped the dollar’s rally in its tracks. It looks highly likely ...

Our team are sticking to their rate cut call for now. But as Carsten wrote this week, if the worst is genuinely behind us on ...

The UK jobs market is creaking, providing plenty of justification for a 25 basis point rate cut this month. But it’s a ...

Weak jobs growth and huge downward revisions suggest a broad loss of momentum and a growing likelihood of meaningful interest ...