Even though inflation has remained remarkably benign in recent months despite all the economic turmoil, the PMI does indicate increasing price pressures again. That being said, the moves are not ...

Taiwan releases its 4Q and full 2025 GDP data on Friday. We currently have a 6.2% YoY forecast for the fourth quarter, which would mean full year growth of 6.8% YoY. Risks to the forecast are skewed ...

The BoJ paused rates at 0.75%, expressing greater confidence in growth and reaching the 2% inflation goal. The challenge is balancing rate hikes to support JPY without slowing growth. Timing is ...

Japan’s headline consumer price index inflation slowed to a 2.1% year-on-year pace in December (vs 2.9% in November, 2.2% ...

The medium to long-term outlook for the European natural gas market is bearish. The ramping up of global LNG export capacity ...

With established technology and economics, hydrogen enters the ‘teenager phase,’ scaling up production and building ...

For the European utilities sector, trends observed in 2025 are continuing into 2026. For integrated utilities, cash flow generation is set to stabilise. For pure network operators, remuneration ...

December data gives the National Bank of Poland grounds to continue its pause in the monetary easing cycle, as wage growth ...

Dutch pension funds are in the middle of big reforms but estimating the hedging flows remains a difficult task ...

At the first rate-setting meeting of 2026, the Central Bank of Turkey (CBT) delivered a lower-than-expected rate cut of 100bp ...

Will manufacturing shift back to the US? And what does it all mean for Europe and China? In this podcast, ING's Diederik Stadig and Stephen Farrelly share their outlook for the year ahead In this ...

While US curves continue to re-flatten as geopolitical tensions abate and risk sentiment recovers, the 10y Bund yield remains closer to 2.9%, the upper end of its range. The flash PMIs will likely ...