Institution
ING Bank N.V. Research Hub
ING Bank’s research highlights a global macroeconomic environment defined by the tension between robust export growth and persistent energy-driven inflationary pressures across Europe and Asia. In Central and Eastern Europe, the bank emphasizes that economic resilience to energy shocks is increasingly dependent on policy capacity—specifically fiscal room and monetary flexibility—rather than simple energy import volumes. While the Czech Republic is positioned as a regional benchmark for stability, countries like Turkey and Hungary are navigating more difficult trade-offs as central banks adopt hawkish stances to combat resurfacing inflation risks. Parallel trends are observed in Asia, where a semiconductor and AI-driven export boom in South Korea is being weighed against imported energy costs that threaten inflation targets in Taiwan. Regarding monetary policy, ING notes a significant reprieve in Poland, where easing CPI to 3.1% is expected to keep the Monetary Policy Council on a wait-and-see path with stable interest rates through 2026. Collectively, the research suggests a strategic shift by governments toward targeted energy investments and cautious monetary management to maintain stability amidst structural global shifts.
27 reports available
FX Daily
Markets are reacting to potential de-escalation in US-Iran relations, though ING remains cautious given inflationary pressures and impending FOMC policy developments. The USD is expected to remain resilient.
FX Daily
The US dollar is rallying on the back of aggressive Fed tightening expectations and a broader risk-off move in tech equities. Investors are liquidating positions to prepare for significant upcoming IPO supply.
Czech National Bank Preview
The Czech National Bank is expected to hike interest rates in June due to persistent core inflation and hawkish communication. This comes despite ING's view that the economy does not currently require tighter policy.
The Commodities Feed
Oil prices have rallied following renewed US-Iran tensions, while gold prices have declined due to firmer US Treasury yields. Markets remain focused on upcoming USDA agricultural reports and US Federal Reserve policy signals.
Airbnb Only Part Of Belgium's Housing Affordability Problem
While short-term rentals like Airbnb exacerbate housing supply shortages in Belgian cities, the core of the affordability crisis lies in structural issues like low construction rates and supply-demand mismatches. Effective solutions must go beyond regulating platforms to address these underlying construction and investment constraints.
German Industrial Production
German industrial production rose slightly in April by 0.4% but remains stagnant compared to the broader trend. Persistent economic challenges and supply chain concerns have stalled hopes for an industrial recovery in 2026.
China's Reflation Trend Continues To Solidify
Shift In Power Opens A New Chapter For Hungary
The Commodities Feed
All reports
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FX Daily
ING Bank N.V. · Jun 12, 2026
FX Daily
ING Bank N.V. · Jun 8, 2026
Czech National Bank Preview
ING Bank N.V. · Jun 12, 2026
The Commodities Feed
ING Bank N.V. · Jun 11, 2026
Airbnb Only Part Of Belgium's Housing Affordability Problem
ING Bank N.V. · Jun 12, 2026
German Industrial Production
ING Bank N.V. · Jun 9, 2026
China's Reflation Trend Continues To Solidify
ING Bank N.V. · Jun 10, 2026
Shift In Power Opens A New Chapter For Hungary
ING Bank N.V. · Jun 9, 2026
The Commodities Feed
ING Bank N.V. · Jun 12, 2026
ECB Hikes Interest Rates By 25bp
ING Bank N.V. · Jun 12, 2026
Philippine Rate Hike Still On Track Despite Softer Inflation Print
ING Bank N.V. · Jun 5, 2026
The Commodities Feed
ING Bank N.V. · Jun 5, 2026
Italian Industrial Production Resilient in April
ING Bank N.V. · Jun 10, 2026
The Commodities Feed
ING Bank N.V. · Jun 10, 2026
Rates Spark: Oil Losing Control
ING Bank N.V. · Jun 10, 2026
Bank of Canada Still Set to Lean Dovish
ING Bank N.V. · Jun 8, 2026
FX Daily Dollar Consolidates Recent Gains
ING Bank N.V. · Jun 9, 2026
Rates Spark: Oil Still Key to ECB Outlook
ING Bank N.V. · Jun 12, 2026
Czech Industrial Output Remains Far From Full Strength
ING Bank N.V. · Jun 9, 2026
China Trade Outperforms Amid Tech Boom and US Rebound
ING Bank N.V. · Jun 9, 2026
Czech Spending Holds Up Amid Softer Inflation
ING Bank N.V. · Jun 8, 2026
FX Daily
ING Bank N.V. · Jun 5, 2026
June ECB Cheat Sheet How To Train Your Hawks
ING Bank N.V. · Jun 5, 2026
Webinar: War, Oil, and Stagflation – The Central Bank Stress Test
ING Bank N.V. · Jun 5, 2026