ING Think

The Commodities Feed: LNG supply disruptions now a long-term problem as Iran hits Qatari facilities

This comes as the market digests the impact from Iranian attacks on Qatari LNG infrastructure. The global LNG market is set ...
ING Think

Geopolitics alone isn’t enough to lift gold

Geopolitical tensions continue to underpin gold, but recent price action shows they are not enough on their own to drive a ...
Opinion
ING ThinkOpinion

The war and rates – flashing Amber. Let’s avoid Red

The rates space is set up at a higher base rate anchor, and more essure on long rates ahead. The war "over there" has hit home dramatically in the rates space, primarily through h ...
ING Think

Bank of Japan holds rates and offers no signal about its next move

The BoJ kept its policy rate at 0.75% but inflation is likely to face upward pressure due to higher energy prices ...
ING Think

Asia week ahead: Japanese inflation and South Korean sentiment data

Sentiment data becoming less optimistic . Survey results on South Korean sentiment are likely to be less optimistic, as ...
ING Think

ECB keeps rates on hold and shifts to high alert

Interest rates have been kept on hold and the European Central Bank seems in no rush to hike rates, even though the war in ...
ING Think

Hawkish Bank of England propels rate hike expectations

The Bank of England's unquestionably hawkish decision to hold rates has opened the door to future hikes if energy prices stay ...
ING ThinkOpinion

UK jobs report shows the bar to a BoE rate hike is high

The UK jobs market is considerably cooler than it was in 2022 when the last energy shock hit. While the latest report was a ...
ING Think

The Commodities Feed: Middle East escalation sends energy prices higher

Oil prices are surging amid an escalation in the Persian Gulf. ICE Brent is up more than 4% this morning, breaking above $112 ...
ING Think

Rates Spark: Pushed higher by hawkish shifts

Front-end rates continue to push higher after a surprisingly hawkish BoE and reports that some at the ECB are already ...
ING Think

Poland sees a bumpy start to 2026 amid weather and energy shocks

The Polish economy had barely begun to shake off the negative impact of severe weather at the start of 2026 when it was ...
ING Think

FX Daily: Central bank ‘ducking’ to leave oil in the driver’s seat

The Fed failed to offer any real guidance to the market, setting the script for other central banks to follow today. The result is that oil prices can stay firmly in the driver’s seat. Still, in the ...