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3 weeks ago | 
flipboard.com | James Knightley |Coco Zhang
11 hours agoSignal chat fallout, tariff tension — and 3 more takeaways from Trump's weekThe week has been dominated by the Signal group chat among high-ranking Trump administration officials that a reporter was apparently inadvertently added to. There's been plenty of other headlines. More tariffs went into effect that could raise the price of cars.
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4 weeks ago | 
think.ing.com | James Knightley |Coco Zhang
Early soaring sentiment has been reversed The US economy was in a healthy position late last year with output growing at a near 3% rate, unemployment was low, the Federal Reserve had just cut its policy rate 100bp and equity markets were at all-time highs. The feeling at the time was that President Trump, who had just been elected, would boost the growth outlook further by slashing regulations and cutting the tax burden.
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1 month ago | 
treefrogcreative.ca | James Knightley |Coco Zhang |Robert McKellar |Kelly McCloskey
North American construction outlook: US Trump boost comes at a cost for Canada and Mexico By James Knightley and Coco Zhang ING Think February 27, 2025 Category: Finance & Economics Region: Canada, United States From a supply perspective, the construction sector is vulnerable to President Trump’s immigration controls.
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1 month ago | 
think.ing.com | James Knightley |Coco Zhang
We see the US as the clear winner as President Trump's reshoring agenda puts Mexico and Canada on the back foot
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Jan 16, 2025 | 
think.ing.com | Coco Zhang
Data centres to weigh on clean energy policymaking The rapid expansion of data centres, fueled by digitalisation and the adoption of artificial intelligence, is poised to supercharge power demand growth, posing major energy challenges for the new administration. The US is home to about half of the world’s data centres, and various sources show that the share of total electricity consumption from these facilities can triple from around 4% in 2023 to up to 11.7% in 2030.
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Nov 25, 2024 | 
think.ing.com | Coco Zhang
ING’s Coco Zhang on which key messages corporate leaders should be paying attention to from this year’s UN Climate Change Conference in Azerbaijan. We discuss this topic in more detail in our latest opinion piece here.
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Nov 22, 2024 | 
think.ing.com | Rebecca Byrne |Ewa Manthey |Egor Fedorov |Coco Zhang
From aeroplanes to smartphones to beverage cans, aluminium is an essential metal in our daily lives. It also plays a crucial role in the energy transition, being integral to renewable energy technologies like solar panels, wind turbines, and electric vehicles. As a result, demand is soaring, with a 40% increase projected by 2030. However, producing aluminium is highly energy-intensive, and urgent action is needed to reduce the industry’s carbon footprint.
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Nov 15, 2024 | 
think.ing.com | Rebecca Byrne |Coco Zhang |Egor Fedorov |Ewa Manthey
This publication has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument. Read more
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Nov 14, 2024 | 
flipboard.com | Egor Fedorov |Ewa Manthey |Coco Zhang
Disney stock price takes off today with a big boost from R-rated 'Deadpool & Wolverine' and animated 'Inside Out 2'Shares rose on Thursday after the entertainment giant reported strong earnings and a rosy outlook for the future. Shares in the Walt Disney Company (NYSE: DIS) are rising this morning after the company reported its Q4 2024 earnings before the bell. As of the time of this writing, DIS shares are up …
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Nov 14, 2024 | 
think.ing.com | Ewa Manthey |Coco Zhang |Egor Fedorov
Commodities, Food & AgriEnergySustainability Greening aluminium: How to cut emissions Choosing the most suitable sustainability pathway is crucial for aluminium producers
