ING's Diederik Stadig on how the latest tariff developments could impact both consumers and the pharmaceutical industry ...

USD: BRICS in focus. The dollar is consolidating after Friday's heavy losses. And the greater market interest in the short ...

Consumer prices maintain solid growth, with persistent core inflation outweigh by softer food price dynamic. Both headline and core inflation may hover ...

With inflation steady near 2% throughout this year and expectations declining toward 2%, we consider prices well anchored ...

The US curve has some steepening potential to play with, while the eurozone has some positive data surprises to price in ...

There was little in the way of surprises from OPEC+ over the weekend, as the group increased supply by 547k b/d for September ...

CPI inflation in July came in at 2.06% month-on-month, falling short of both the consensus forecast and our projection of 2.5% ...

There's now a much higher probability that the US Fed will start cutting interest rates soon. ING's James Knightley says our thinking has started to change ...

Uncertainty about the quality of US data is not a good look for US asset markets and could add some more risk premium both into the dollar and Treasuries. For Treasuries, this week sees $125bn in ...

An increase in Japanese exports in the first half of 2025 isn’t shielding profit margins from tariff pain. Exports spiked in ...

South Korea reached a 15% tariff deal with the US, committing $350 billion in investments and buying $100 billion in US LNG ...

Italy’s GDP shrank in the second quarter, as the drag from net exports outweighed the boost from domestic demand ...