Bundles

7 November 2024

ING Monthly: What a second Trump term means for you

Trump's victory means there are more 'known unknowns' than even that other Donald, Mr Rumsfeld, could ever get his head around. But I'm going to try to cut through the bluster and the electioneering promises to sketch where we're headed next. One thing's for sure: an emboldened Donald Trump is not good news for Europe

ING Monthly: What a second Trump term means for you

In this bundle

Carsten: What a second Trump term means for you

Carsten: What a second Trump term means for you

The Trump effect on Europe and the rest of the world

US: Trump emboldened by strong mandate

US: Trump emboldened by strong mandate

Election clarity and low taxes boost 2025 growth forecasts, but Trump's policies pose downside risks for 2026

The upside and downside risks to our global outlook

The upside and downside risks to our global outlook

Our take on what could go right or wrong for the global economy over the coming months

The US election aftermath for central banks

The US election aftermath for central banks

The US presidential election means fewer rate cuts for the Fed and more for the ECB

OPEC+ adds to uncertainty in the oil market

Commodities, Food & Agri

OPEC+ adds to uncertainty in the oil market

Oil and gas set to fall, but gold could rise further

Eurozone's third-quarter growth surge could prove to be an illusion

Eurozone’s third-quarter growth surge could prove to be an illusion

A negative sentiment shock in the wake of Trump's victory is likely to depress eurozone growth over the winter

The UK’s bond yield spike is reaching its limits

The UK’s bond yield spike is reaching its limits

British 10-year government bond yields have risen almost as far as in the US since the start of October on budget concerns

China’s economy stabilises but November's uncertainties loom large

China’s economy stabilises but November’s uncertainties loom large

China's economic data shows a mild uptick, but key November catalysts loom

Stable inflation supports Bank of Japan's policy normalisation

Stable inflation supports Bank of Japan’s policy normalisation

We believe the Bank of Japan will hike rates by 25bp each quarter until it reaches 1.0%

CEE: Fiscal risk amid global turbulence

CEE: Fiscal risk amid global turbulence

The region's economy continues to disappoint although the recovery from last year is still underway

FX: Some clarity returns

FX: Some clarity returns

We think a new Trump administration should be bullish for the dollar

Rates: Expect the unexpected

Rates: Expect the unexpected

Market rates have decided that the only way is up, for now

ING Monthly: What a second Trump term means for you

ING Monthly: What a second Trump term means for you

The Trump effect on Europe and the rest of the world