ING Economic and Financial Analysis

The Federal Reserve raised its policy rate range 25bp to 4.5%-4.75% and indicated it isn’t finished yet. With the economy losing momentum, the jobs market showing tentative signs of cooling, and...

US market rates fell after the Federal Reserve decision but this looks more like a market positioning effect than anything specific from the meeting. Expect some retracement. Both the European Central...

The dollar has broken to new lows for the year after a relaxed-sounding Fed Chair Powell said there were the first clear signs of disinflation. He also failed to push back too aggressively on lower...

US Dollar: Action kicks off tomorrowThe dollar starts the week in very narrow ranges and not far from the lows of the year. This week will stress test the consensus view amongst investors that i) the...

Energy - Specs Boost Buying Price action in oil over the last week was rangebound with the market awaiting this week’s OPEC+ meeting and the return of China from the Lunar New Year holidays....

A reversal in UK fiscal policies, some stability in equity markets, and a dip in European energy prices point to a further corrective period in FX markets. The dollar could weaken a little further,...

Energy prices traded lower last week with macro pressures proving too much for markets. However, supply concerns remain, not just in the energy complex, but across the broader commodity spaceEnergy:...

As markets price the Fed's peak rate almost at 5.0%, US housing data will be watched this week. A housing downturn is likely considered a "necessary evil" now, but the pace of the drop may start to...

After a six month hiatus, the Bank of Canada looks set to hike interest rates again this week, but future policy moves will largely be determined by the prospect for a deal on U.S.-Canada tradeWhat...