THINK economic and financial analysis
Resilience of US job creation set to be tested
United States

Resilience of US job creation set to be tested


An in-line February jobs report could give way to weakness in coming months as government austerity kicks in

James Knightley

The economic and political risks of re-arming Europe

The economic and political risks of re-arming Europe


Europe's expected defence boost is a challenge for debt-ridden countries

Bert Colijn and Carsten Brzeski

ReArming the European market outlook
FX
Credit
Rates

ReArming the European market outlook


European financial markets have seen wild moves on prospects of heavy new spending

Carsten Brzeski, Bert Colijn and 6 others

ECB cuts rates but the door to further cuts is closing quickly

ECB cuts rates but the door to further cuts is closing quickly


ECB cuts rates by 25bp but we see a pause in April and a higher terminal rate

Carsten Brzeski

Trump, tariffs, and trade: our predictions for the coming months
Bundle
Bundle

Trump, tariffs, and trade: our predictions for the coming months


The global trade outlook for 2025 is marked by solid growth amid significant challenges
TSMC pledges $100bn in US investment as governments push for semiconductor influence
TMT

TSMC pledges $100bn in US investment as governments push for semiconductor influence


Taiwanese chip giant TSMC's recent announcement of a US$100bn investment is a win for the Trump administration

Jan Frederik Slijkerman

Strengthening US domestic clean energy production is key to reducing tariff shocks
Energy
Sustainability
United States

Strengthening US domestic clean energy production is key to reducing tariff shocks


US wind is more likely to feel the impact of the latest tariffs than solar or battery storage

Coco Zhang

Pathway to net zero: Tackling emissions in construction
Real estate
Corporate Sector Coverage
Sustainability

Pathway to net zero: Tackling emissions in construction


If construction companies want to be climate neutral by 2050 they will need to address emissions from the entire value chain

Maurice van Sante

Shipping: trade and tariff uncertainty blight outlook
Bundle
Bundle

Shipping: trade and tariff uncertainty blight outlook


Geopolitics will heavily influence the outlook for shipping this year
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.

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THINK Ahead: The week the Transatlantic tables, chairs and everything else turned

THINK Ahead: The week the Transatlantic tables, chairs and everything else turned

James Smith’s guide to next week
United States
Resilience of US job creation set to be tested

Resilience of US job creation set to be tested

An in-line February jobs report could give way to weakness in coming months as government austerity kicks in
FX
Kazakhstan
Kazakhstan hikes rates as inflation fears rise

Kazakhstan hikes rates as inflation fears rise

Kazakhstan raises interest rates
Taiwan
Taiwan trade data shows resilience in early 2025
Taiwan trade data shows resilience in early 2025
The economic and political risks of re-arming Europe
The economic and political risks of re-arming Europe
FX
FX Daily: A payrolls miss will do more damage to the dollar
FX Daily: A payrolls miss will do more damage to the dollar
China
China's trade data points to weak start to 2025
China's trade data points to weak start to 2025
China
Japan
South Korea
Asia week ahead: China's Two Sessions and inflation data
Asia week ahead: China's Two Sessions and inflation data
Rates
Rates Spark
Rates Spark: The 3%+ area targetted for the 10yr Bund
Rates Spark: The 3%+ area targetted for the 10yr Bund
FX
Credit
Rates
ReArming the European market outlook
ReArming the European market outlook
ECB cuts rates but the door to further cuts is closing quickly
ECB cuts rates but the door to further cuts is closing quickly

March Economic Update

It's a mad world
It's a mad world
Rates
Trade
The latest upside and downside risks to our global outlook
United States
Optimism about Trump exceptionalism fades amid subdued start to 2025
Geopolitics take centre stage for the eurozone
United Kingdom
UK: Don’t overdo the gloom just yet

Sustainability matters

More sustainability
Energy
Sustainability
United States
Strengthening US domestic clean energy production is key to reducing tariff shocks

Strengthening US domestic clean energy production is key to reducing tariff shocks

US wind is more likely to feel the impact of the latest tariffs than solar or battery storage
Real estate
Corporate Sector Coverage
Sustainability
Pathway to net zero: Tackling emissions in construction

Pathway to net zero: Tackling emissions in construction

If construction companies want to be climate neutral by 2050 they will need to address emissions from the entire value chain
Credit
Sustainability
Sustainable Finance: Paint it Green

Sustainable Finance: Paint it Green

Growth in the sustainable finance market is expected in 2025
Commodities, Food & Agri
Sustainability
Why the EU's new agri-focused Vision matters for the food industry

Why the EU's new agri-focused Vision matters for the food industry

Our take on the latest insights into the EU's policy direction heading towards 2040
Commodities, Food & Agri
Sustainability
How the EU's new food and agri Vision could reignite the sustainability target debate

How the EU's new food and agri Vision could reignite the sustainability target debate

Our take on how the EU's new roadmap could once again spark questions over the feasibility of corporate sustainability goals
Energy
Sustainability
Renewable Power: Growth calls for system improvement

Renewable Power: Growth calls for system improvement

The demand for renewable power is set to climb, driving more project development

Full PDF reports

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Report Credit
Euro Credit Supply: Strong supply set to continue
Report

Euro Credit Supply: Strong supply set to continue

Corporate supply continues to be plentiful

Timothy Rahill and Marine Leleux

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Report Credit
US Dollar Credit Supply: Reverse Yankee supply set to increase
Report

US Dollar Credit Supply: Reverse Yankee supply set to increase

Corporate Reverse Yankee supply increased in February, with a considerable €16bn coming to the market

Timothy Rahill and Marine Leleux

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Report
ING Monthly: It's a mad world
Report

ING Monthly: It's a mad world

Is there a better description of the current state of the global economy?

Carsten Brzeski

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THINK Vision

Key themes for the month ahead: trade, Europe, and central banks
The massive challenges now facing Germany
Trump, the Fed, and the uneasy path ahead
Europe has some serious questions to answer
Trump’s currency, your problem!
Brace yourself, 2025 is going to be ‘exciting’
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

Podcasts

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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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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…

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