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ING Economic and Financial Analysis ING Economic and Financial Analysis

ING Economic and Financial Analysis's Comment & Analysis.
Access a complete archive of all posts and research produced by ING Economic and Financial Analysis, including current material.
Rates: Shifting the Timing, Not the Landing By ING Economic and Financial Analysis - Feb 28, 2024

By Benjamin Schroeder Rates are still looking to go higher near term. While supply has helped over the past few days, rates remain sensitive to the data. So far, pushing back the expectations for the...

A Structural ECB Bond Portfolio to Benefit EGBs By ING Economic and Financial Analysis - Feb 27, 2024

By Benjamin Schroeder Overall, we think the bearish sentiment can keep going in the near term. For markets, the main focus remains on the assessment of the US macro backdrop, with plenty of data this...

Rates Spark: Safer in Bunds Than Treasuries By ING Economic and Financial Analysis - Feb 23, 2024

Even if US yields do slip into the weekend, as is quite possible, there are elements next week that will keep the bear phase element to the fore for bonds (watch core PCE carefully). The ECB simply...

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