ING THINK economic and financial analysis | ING Think
WEBDo your thing with economic and financial analysis from ING Research
Forecasts - ING Think
WEBSep 24, 2024 · Growth (GDP) Inflation (CPI) Policy rates 3 month rates 10-year yields FX Commodities
AI Monthly: Hungry for power | articles | ING Think
WEB5 days ago · Generative AI: hungry for data and energy. Generative AI models are everywhere, from text to image and video generation. But as AI becomes more embedded in everyday applications, the energy footprint of these models is a critical factor to consider.
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WEBLatest and Most read on ING THINK. ING Global Markets Research. If you are acting in a professional capacity and look for investment research, visit research.ing.com
Where now for the US 10yr rate? | opinions - ING Think
WEBAug 28, 2024 · But what about the 10yr SOFR rate? It's at 3.4%. That's some 60bp below it's neutral area of around 4%. In that sense, the 10yr SOFR rate is already overshooting to the downside, and away from what we would determine a neutral valuation (in an environment where the funds rate lands at around 3%).
Topics | ING Think
WEBThe ING THINK team is looking at the major economic crisis and challenges that follow each other in rapid succession today.
Surging US jobs suggests the Fed needs to tread carefully
WEB2 days ago · The September jobs report is unambiguously strong. US non-farm payrolls rose 254k versus the 150k consensus and there were 72k of upward revisions to the past two months of data (the range of expectations was 70k up to 220k). The unemployment rate fell to 4.1% from 4.2%, which only one person out of ...
Rates Spark: A week of decisive US data ahead - ING Think
WEBSep 3, 2024 · Today's events and market view. US ISM data will be today’s highlight. The manufacturing component is expected to nudge up from 46.8 to 47.5. The consensus sees the prices paid index fall slightly from 52.9 to 52.0, which reflects easing price pressures.
Rates Spark: If payrolls come in line with consensus, then forget …
WEBSep 5, 2024 · Markets are actually trading as if we are going to get a sub-100k payrolls outcome. We face into Friday's payrolls report with the 2yr and 10yr yields peppering just under the 3.75% area, and a c.40% probability for a …
ING Global Outlook 2022: The full report | reports - ING Think
WEBDec 2, 2021 · It's a storm in our crystal ball. In our base-case scenario, we assume that Omicron will not be a game-changer and rather short-lived, at best motivating some European governments to tighten restrictions; something they'd been considering anyway in the current fourth wave of the pandemic.