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ING Economic and Financial Analysis

Suppose Forward: Play It Once more, Don – Trump’s Tariff Tango

Deadlines, offers, and delays: Is the 1 August tariff ultimatum actually any totally different from what’s come and gone earlier than? Possibly not. However tariffs are nonetheless extra prone to go up than...

Markets Might Be Too Relaxed on Charge Cuts Whereas Central Banks Keep On Guard

Are markets too assured in a September ? Sure. However are central banks too nervous about one other inflation wave? Additionally, sure, argues James Smith. He’s obtained a bone to choose this week,...

Eurozone Financial Weak point Laid Naked as US Entrance-Loading Results Wane

Eurozone knowledge stays risky amid commerce conflict developments, however the underlying development continues to be sluggish. Uncertainty is slowing home demand, which contributes to our expectation of an extra fee reduce from the...

Eurozone Inflation Lands Proper at ECB Goal in June

The within the eurozone ticked up barely to 2% on greater power costs, however remained secure at 2.3%. Inflationary pressures have clearly weakened as wage development is coming down and financial...

Center East Battle: What It Means for Macro and Markets

An extra escalation in Iranian-Israeli tensions may take above $80 and would imply extra upside for the . The was already prone to preserve charges on maintain by way of the third...

THINK Forward: The Tariff Hokey Cokey

Oh, for Heaven’s sake! Is that this the tip of tariffs, or will this week’s court docket drama imply they’re going to go even greater? It’s a tariff hokey cokey and we’re questioning...

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