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Finvaulta tracks 352 research reports on ING, updated through September 3, 2026. Latest: “Europe's Search for a New Growth Model”.
ING’s research highlights a prevailing hawkish tilt across global central banks, with expectations of a June ECB 'insurance' hike and upward shifts in the Bank of Korea's 'dot-plot' toward 3.0% for 2026. Despite this tightening bias, analysts caution that soft economic indicators like the May PMI and lower fiscal support increase the risk of an ECB policy mistake reminiscent of 2011. In currency markets, the US dollar remains well-supported by strong labor data and persistent inflation, which continues to exert pressure on the euro, the Korean won, and certain CEE currencies. On the structural front, the adoption of generative AI in the Eurozone remains surprisingly low at 34%, suggesting that any potential productivity-led economic payoffs may be delayed by adoption hurdles. Furthermore, while European bank green bond issuance has reached €40bn year-to-date in 2026, the adoption of the rigorous European Green Bond Standard (EuGBS) remains limited to 11% of the total due to strict EU Taxonomy alignment requirements. Collectively, these insights point to a complex environment of sustained high interest rates, geopolitical energy risks, and a cautious transition toward both digital and green economic standards.
Featured reports
Europe's Search for a New Growth Model
The eurozone's decades-long export-led growth model is eroding due to heightened energy costs, Chinese manufacturing competition, and geopolitical fragmentation. Europe must choose between building a domestic-demand growth engine or creating next-generation export champions, both of which require decisive structural and productivity reforms.
Trump Wants to Bring Aluminium Home, but It Won't Be Easy
US efforts to reshore aluminium production face severe headwinds from multi-year build times and intense competition for electrical power from AI data centers. Following collapsed trade talks with Canada, a 50% tariff will continue to drive up Midwest premiums and input costs for US manufacturers.
Poland Current Account Deficit
Poland's current account deficit narrowed to €1.1bn in May, outperforming expectations as import growth slowed. The external imbalance remains stable despite energy price pressures.
Recovery In Dutch Commercial Real Estate Is Less Robust Than It Appears
The Dutch commercial real estate market's strong Q1 2026 start is masking underlying fragility. Growth is expected to moderate in the second half of the year due to rising renovation costs and persistent execution bottlenecks.
KZT: Less Support From State FX Flows Warrants Attention
Kazakhstan has ended the mandatory FX conversion requirement for quasi-state firms. While the immediate impact is minimal, the broader decrease in state-led FX support supports a stable outlook for the tenge within the 475-500 range.
Think Ahead How Our 2026 Predictions Have Aged
James Smith reflects on ING's 2026 forecasts, noting that while some predictions were accurate, others were impacted by unforeseen volatility. The report highlights resilient US employment, shifts in tariff policy, and a hawkish Fed outlook.
Rates Spark: Sentiment Looking Through Geopolitical Risks
Risk assets remain optimistic despite geopolitical tensions and higher oil prices. Meanwhile, nominal rates continue to face upward pressure driven by inflation expectations.
Rates Spark: Another Push Higher In Real Rates
Geopolitical tensions in the Strait of Hormuz have pushed oil prices higher, putting upward pressure on global real rates. Analysts expect current divergences in real term spreads to narrow over time.
Weathering the Shocks
Warsh Shift Points to an 'Insurance' Fed Hike
CIS-4: Currencies Remain Supported, Selective Rate Cuts Still Possible
All reports
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The Commodities Feed: Middle East Escalation Pushes Energy Prices Higher
ING · Sep 2, 2026
Rates Spark: So How Bad Could This Whole Thing Get?
ING · Sep 2, 2026
Rethinking Europe's Productivity Gap
ING · Sep 2, 2026
FX Daily: Risks Skewed to a Stronger Dollar
ING · Sep 2, 2026
ECB Preview: How to Hike Rates Without Creating More Market Turmoil
ING · Sep 2, 2026
Czech 2027 Draft Budget: Higher Deficit Pressures Bonds, Raises Rate Hike Risk
ING · Sep 2, 2026
Why We're Not Fully Satisfied with Hungary's Steady GDP Growth
ING · Sep 1, 2026
We Take a Look at the Market Implications of Poland's 2027 Budget
ING · Sep 1, 2026
US Manufacturing Remains Robust, but Jobs Market Stays Subdued
ING · Sep 1, 2026
Revised GDP Data Confirms Italian Economic Resilience in Second Quarter
ING · Sep 1, 2026
Rates Spark: Different Parts of the Curve, Different Dynamics
ING · Sep 1, 2026
Rates Spark: Different Parts of the Curve, Different Dynamics
ING · Sep 1, 2026
FX Daily: Dollar Struggling to Shake off Debasement Trade
ING · Sep 1, 2026
Inflation Falls in the Netherlands, but Only for Now
ING · Sep 1, 2026
Eurozone Inflation Hits a Middle East War High, but Core Pressures Remain Contained
ING · Sep 1, 2026
Europe's Pitch Book: Rethinking the Productivity Gap
ING · Sep 1, 2026
Czech PMI Reveals Renewed Employment Gains
ING · Sep 1, 2026
Warsh Guides Forward Without Forward Guidance
ING · Aug 28, 2026
The Commodities Feed: Oil Prices Up Even as Hormuz Flows Increase
ING · Aug 28, 2026
FX Daily: Keeping an Eye on the Long End
ING · Aug 28, 2026
Asia Week Ahead: Key Data on Australia, China, India, Japan, Korea, Philippines
ING · Aug 28, 2026
French Economy Grinds to a Halt
ING · Aug 28, 2026
Six Months of the Iran War in Six Charts
ING · Aug 28, 2026
Strong Jump in Eurozone Sentiment in August
ING · Aug 28, 2026
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