ING Economic and Financial Analysis

The macro picture continues to weigh on the commodities complex and the hawkish FOMC meeting certainly hasn't helped. However, there are clear supply risks still facing the market following...

The Federal Reserve met expectations and hiked rates 75bp. With inflation proving to be far stickier than imagined, the Fed repeated that activity needs to slow much more with the door left wide open...

Price action across commodities is likely to be dictated by today's FOMC meeting. A 75 bps hike is likely priced in, but anything more aggressive could put further pressure on the complexEnergy: Macro...

We expect a 75bp rate hike by the Fed today, accompanied by a hawkish tone and Dot Plot projections which may show a terminal rate around 4.25-4.50%. We think this could keep risk sentiment fragile...

Markets have been trading in a fairly choppy manner, while sentiment remains relatively negative for risk assets. Participants will be focused on the Fed meeting later this week and expectations in...

The Swedish Riksbank today kicks off a busy week of central bank policy meetings, which should see chunky 75bp hikes in many countries. Central bankers pressing more firmly on the monetary brakes will...