THINK economic and financial analysis
Fed confirms a slower and shallower rate cut story for 2025
FX
Rates
United States

Fed confirms a slower and shallower rate cut story for 2025


We got another 25bp policy rate cut from the Fed, but updated projections and Chair Powell’s press conference confirms that the Fed is going to be much…

James Knightley, Padhraic Garvey, CFA and Chris Turner

A perfect storm for the Canadian dollar
FX
Canada
United States

A perfect storm for the Canadian dollar


We cannot exclude that USD/CAD will approach 1.50 in a US-Canada trade war scenario

Francesco Pesole

Bank of England rates to stay on hold but cuts to accelerate in 2025
United Kingdom

Bank of England rates to stay on hold but cuts to accelerate in 2025


Better underlying inflation data could unlock faster BoE easing in the spring

James Smith

What's going on in Latam? The same old Samba for rates...
Opinion

By Padhraic Garvey, CFA

What’s going on in Latam? The same old Samba for rates…


Brazil is dancing to a different beat than Mexico and Colombia (and Chile, at least for now)
FX Talking: Waiting on Storm Trump
Bundle FX

FX Talking: Waiting on Storm Trump


All of the latest from our team on what could be on the cards for the FX market across the globe
Listen: Trump, Trade Wars, and Tense Politics - How 2025 could unfold

Listen: Trump, Trade Wars, and Tense Politics - How 2025 could unfold


In this podcast, ING's James Knightley, Carsten Brzeski, and James Smith discuss the themes that will shape the economy, inflation and interest rates…

James Knightley, Carsten Brzeski and 2 others

Truck and trailer market outlook 2025: navigating a greener future after extraordinary times
Bundle Transport & Logistics

Truck and trailer market outlook 2025: navigating a greener future after extraordinary times


European demand for transport equipment has declined
Commodities Outlook 2025: A bearish horizon
Bundle Commodities, Food & Agri

Commodities Outlook 2025: A bearish horizon


Our take on what 2025 could bring for the entire commodities complex
Rates in 2025: back to the future
Bundle Rates

Rates in 2025: back to the future


A look at what 2025 has in store for market rates, curve shapes, spreads and more

Economics, Actually', our 2025 hit list - All the articles
Bundle Trade

Economics, Actually’, our 2025 hit list - All the articles


ING's global outlook for 2025

Our latest

More articles
Czech Republic
Confidence dive hits Czech industry

Confidence dive hits Czech industry

Industry is proving a major drag on Czech business sentiment
Italy
Italian December confidence data points to continued economic soft patch

Italian December confidence data points to continued economic soft patch

Softer consumer confidence is a reminder that the consumption drive we anticipate for 2025 is not immune to downside risks
THINK Ahead: CEE region in focus

THINK Ahead: CEE region in focus

PMI readings and GDP data take centre stage next week in Central and Eastern Europe
Poland
Polish consumers show renewed enthusiasm in November
Polish consumers show renewed enthusiasm in November
Commodities daily
The Commodities Feed: Stronger USD prompts oil sell-off
The Commodities Feed: Stronger USD prompts oil sell-off
Czech Republic
CNB review: On hold to safeguard credibility in an above-target inflation world
CNB review: On hold to safeguard credibility in an above-target inflation world
Polish data signals a softer fourth quarter but a brighter outlook for 2025
Polish data signals a softer fourth quarter but a brighter outlook for 2025
United Kingdom
Bank of England stays on hold, but a dovish front is building
Bank of England stays on hold, but a dovish front is building
Commodities daily
The Commodities Feed: Fed comments weigh on the complex
The Commodities Feed: Fed comments weigh on the complex
Hungary
Monitoring Hungary: A wish for a better year ahead
Monitoring Hungary: A wish for a better year ahead
Real estate
European homeowners decide with their wallets when it comes to energy-efficient renovation
European homeowners decide with their wallets when it comes to energy-efficient renovation
Our top calls for the global economy in 2025
 

Our top calls for the global economy in 2025

All of the latest from our team on what 2025 could bring for markets across the globe
Regions

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

Economics, Actually, our 2025 hit list

Economics, actually: Our 2025 hit list
Economics, actually: Our 2025 hit list
Three calls for the global economy: Inflation waves and investment demands
Our hit list: What could go right - or wrong - in 2025
Central banks in 2025: They’re singing a different tune
Trade
Three calls for trade: All the known unknowns

Sustainability matters

More sustainability
Transport & Logistics
Sustainability
Why Europe's road haulage recovery is stuck in the slow lane
Why Europe’s road haulage recovery is stuck in the slow lane
Energy
Sustainability
Germany
Carrot and Stick: The key to Germany's green housing transition
Carrot and Stick: The key to Germany’s green housing transition
Energy
Sustainability
Watch: What COP29’s dramatic closing chapter could mean for corporates
Opinion

By Gerben Hieminga and Coco Zhang

Everything corporate leaders should know about COP29
Everything corporate leaders should know about COP29

Full PDF reports

More reports
Report Transport & Logistics
Truck and trailer market outlook 2025: navigating a greener future after extraordinary times

Truck and trailer market outlook 2025: navigating a greener future after extraordinary times

European demand for transport equipment has cooled. So what does next year have in store for the trucks and trailers market?

Rico Luman and Oleksiy Soroka, CFA

Download PDF
Report FX
FX Talking
FX Talking: Waiting on Storm Trump

FX Talking: Waiting on Storm Trump

All of the latest from our team on what could be on the cards for the FX market across the globe

Chris Turner

Download PDF
Report Commodities, Food & Agri
Commodities Outlook 2025: A bearish horizon

Commodities Outlook 2025: A bearish horizon

The full report on what 2025 could bring for the commodities complex

Warren Patterson and Ewa Manthey

Download PDF

THINK vision

Back to the future for rates
Rates
Our top calls for the global economy in 2025
The FX fallout from Trump’s tariff tirade
What COP29’s dramatic closing chapter could mean for corporates
Energy
Sustainability
Europe’s problems just got bigger with Trump’s election victory
How Trump’s victory is changing market sentiment
The dollar’s dominance is secure, despite BRICS countries’ hopes
Fed rate cuts: How fast and how far?
United States
How central European countries are avoiding the ‘middle income trap’
Watch: Monetary policy should not be the only game in town
Why green bonds are set to bounce back next year
Sustainability

Podcasts

More Podcasts
Icon Podcast
Listen: Trump, Trade Wars, and Tense Politics - How 2025 could unfold

Listen: Trump, Trade Wars, and Tense Politics - How 2025 could unfold

In this podcast, ING's James Knightley, Carsten Brzeski, and James Smith discuss the themes that will shape the economy, inflation and interest rates…
Icon Podcast Commodities, Food & Agri
Listen: Make Aluminium Green Again

Listen: Make Aluminium Green Again

In this podcast, ING's Ewa Manthey, Egor Fedorov, and Coco Zhang discuss the ongoing efforts to make the aluminium industry more sustainable

Twitter

Follow