Global tariffs are proving bullish for the global yield curve. Fine, but it needs to steepen too, from both ends ...
President Trump’s punitive tariffs hit Asia, with largest levies on Vietnam and smaller textile exporters. The largest ...
Oil prices have sold off heavily as the market deals with a potential demand hit from tariffs and a surprise supply increase ...
The market reaction to today’s “liberation day” will depend on the size of tariffs, geographical/sectorial distribution, and ...
As we wrote in our earlier note, the abrupt hike in US reciprocal tariffs indeed prompted a strong response from China, ...
Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come ...
The Constitutional Court upheld the impeachment of President Yoon Seok Yeol and markets welcomed the news. However, the ...
President Trump's reciprocal tariffs on Japan (24%) and South Korea (25%) were largely in line with market expectations. Both ...
More OPEC+ supply should translate to more medium sour crude oil and a wider Brent-Dubai spread. This spread has seen an ...
China’s deflation challange is the main event as Beijing announces both consumer price and producer price indices. Taiwan's ...
Turkey's March data shows a better-than-expected turnout, but recent currency weakness could result in upward pressure on ...
In this podcast, ING economists explain how Trump's tariffs will impact CEE and why the region could be more resilient than ...
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