ING THINK economic and financial analysis | ING Think
In this week's THINK aloud, a replay of our live webinar, ING analysts discuss why 2025 could be a tough year for credit. Jeroen van den Broek, Timothy Rahill and 3 others. China.
Forecasts - ING Think
Our global economic and financial forecasts. Find out what our economists and strategists are expecting over coming quarters. Growth (GDP)
Latest and Most read - ING Think
Latest and Most read on ING THINK. ING Global Markets Research. If you are acting in a professional capacity and look for investment research, visit research.ing.com
FX Markets in 2025 - ING’s big calls | articles | ING Think
22 hours ago · By the end of 2019, after two years of tariffs, world trade was falling 2% YoY. In addition to tariffs, rising US bond yields will stress test the fiscal position of emerging markets and pressure those with large external financing needs. Our team looks for the US ten-year Treasury yields at 5.50% by the end of 2025.
Listen: Credit Outlook 2025 | podcasts | ING Think
5 days ago · Listen: Credit Outlook 2025. In this week’s THINK aloud, a replay of our live webinar, ING’s Jeroen van den Broek, Tim Rahill, Suvi Platerink Kosenon and Jesse Norcross discuss why 2025 could be a tough year for credit. Credit markets reacted positively to the outcome of the US election, with spreads narrowing across the board.
Topics | ING Think
ING’s 2021 Outlook 2021: The darkness before the dawn. What a year! As this wild and turbulent year draws to a close, we look back and focus on what to expect beyond lockdowns, the virus and the vaccine in 2021. The ING THINK team is looking at the major economic crisis and challenges that follow each other in rapid succession today.
About us - ING Think
THINK is made up of a winning combination of over 40 economists around the world and an editorial team bringing a 'newsroom' approach to empower people to stay a step ahead in life and business. Get in touch. We would like to hear from you. Follow us on Twitter or email us at [email protected]. Meet the team.
AI - ING Think
AI frontrunners will benefit most, with Microsoft in the lead. TMT AI. Data is the new gold for AI development. TMT AI. AI revolution driven by new supercomputers. TMT AI. AI productivity gains may be smaller than you’re expecting. AI. AI will fundamentally transform the job market but the risk of mass unemployment is low.
The upside and downside risks to our global outlook
6 days ago · The upside risks: Higher growth, higher rates. Expectations for US growth in 2025 are already pretty high following Donald Trump’s victory in the presidential election. Extended and expanded tax cuts, combined with the certainty of a clean and clear election result, have bolstered our 2025 GDP numbers. Profit margins and corporate balance ...
Deciphering the cycle | articles | ING Think
Mar 1, 2024 · Key calls this month. United States: With GDP growth and jobs numbers beating all expectations and core inflation running too hot for comfort, 2024 market interest rate cut expectations have been pared back by 100bp since mid-January. We now expect the first cut in June. Eurozone: Another mild winter pushing down natural gas prices is helping the eurozone economy come out of the doldrums ...