EUROPE: The Dutch economy continues to grow at a decent pace despite persistent inflation, geopolitical uncertainty and domestic capacity constraints. Strong household spending has helped so far, but the growth engine is gradually shifting…
Retail sales were slightly weaker, but not disappointing. This can be explained by the absence of the fuel discount programme (CPN) in September and slowing real wage growth. On the other hand, sales of durable goods continue to grow at a…
BELGIUM: Nearly nine in 10 Belgians say their home was uncomfortably hot in 2026, exposing a blind spot in the renovation debate: energy efficiency alone does not guarantee summer comfort. Belgium therefore faces a dual renovation challeng…
EUROPE: October’s unexpected rebound in business confidence is good news, particularly for industry. But the survey does not yet capture the impact of the latest social unrest, while higher interest rates, a weak labour market and deterior…
CENTRAL AND EASTERN EUROPE: The CEE region has been hit hard by a further energy shock. Yet despite the challenging macroeconomic environment, much of the region has shown great resilience. Join ING's team of experts for a live webinar on…
It looks like markets are going through a subtle regime shift. Higher energy prices no longer mean higher rates forever; instead, the long end is starting to express a little more fear about growth. The upcoming US midterms may also be pla…
EUROPE: The European Central Bank meeting on 29 October is not expected to result in an interest rate hike. Instead, the French crisis is increasingly eroding the need for additional rate hikes
Oil prices remain well-supported after fresh attacks on Saudi Arabia, with traders focused on risks to the outlook rather than the resilience of Persian Gulf supplies
The Glamsterdam upgrade on Hoodi, previously scheduled for October 26, 2026 at 17:42:48 UTC (epoch 132,352), has been postponed. A new activation date has not been set. This update supersedes the schedule and activation instructions in the…
The yield on a 10Y French government bond easily pushed through 5%, even though the rest of the market painted a more positive picture. Despite wider spreads, markets are not quick to turn more dovish on the ECB, but this could change