In this podcast, ING's Tim Rahill discusses what's next for corporate bonds after a week of unprecedented policy changes ...

European real estate M&A activity increased last year, with total volumes almost doubling compared to 2023, reaching €31bn. Despite this, volumes remain below the 10-year average of €50bn.

EUR money markets are close to fully discounting a 25bp rate cut this Thursday after Trump’s “liberation day” sealed the case for further European Central Bank easing in the eyes of investors.

CPI data indicates that Polish headline inflation ceased growing in this year's first quarter, and core inflation has started to moderate. The outlook for the rest of the year is improving, but US ...

There's some positive news for the eurozone economy, though it's somewhat in the rear-view mirror. Industrial production rose by 1.1% in February, marking the second consecutive strong increase. On ...

The subdued message from the bank lending survey should encourage the ECB to lower rates further, as if they didn’t have enough reasons to do so. With trade and market turmoil, a stronger euro and ...

Away from the tariffs, perhaps the biggest unanswered question in the UK economy is what the recent employer tax hikes mean for the jobs market. Earlier this year, the mood music looked grim. Survey ...

The 2 April 'liberation day' aftermath has been nothing short of chaotic. We've seen new tariffs and a 90-day pause, as well as reductions and exceptions. For now, we maintain our world trade growth ...

President Donald Trump sees “beautiful” tariffs as a tool to achieve three objectives: A diplomatic weapon to change the behaviour of foreign nations. An incentive for manufacturing reshoring to the ...

It's been a remarkable week for US Treasuries. Rarely, if ever, have we had Treasuries being sold amid a massive fire sale of risk assets. The fact that yields have been forced higher heightens the ...

Significantly lower yields in the belly of EUR and USD swap curves suggest rates markets remain pessimistic about the economic outlook further in the future. This contrasts with the rally in equities ...

If you've ever tried to fix your laptop with a sledgehammer, you'll know the chances of fixing it properly are close to zero. The damage is done. And that, says ING's Carsten Brzeski, is where the ...