Articles

  • 2 weeks ago | think.ing.com | František Táborský |David Havrlant |Peter Virovacz |Stefan Posea

    Czech Republic: Strong consumer shadow lukewarm investment appetite The Czech economy did well over the start of the year when it came to wage increases and overall GDP growth figures, and the expansion is set to carry on over the subsequent quarters. However, there are some soft spots when looking into the details, such as almost stagnant household consumption in quarterly terms and barely growing fixed investment over the medium term.

  • 3 weeks ago | think.ing.com | James Smith |James Knightley |Adam Antoniak |Peter Virovacz

    Is that your final answer? This week, we aired our very own version of “Who Wants to Be a Millionaire?”. Ok, maybe it wasn’t quite called that. Mainly because we didn’t have a million pounds to give away (maybe next time, ING bosses?). But our central bank webinar did have “50:50”, which, in case you hadn’t realised, is how we economists forecast virtually everything. And it even had a phone-a-friend. Well, it had Carsten Brzeski and James Knightley. And they were both on the phone.

  • 1 month ago | think.ing.com | Peter Virovacz |František Táborský

    6.50% Unchanged As expected ING’s macro view: The risk-reward ratio favours holding rates for a longer period While the constant deterioration of the economic outlook would normally call for some monetary easing, we disagree with the recent market pricing.

  • 1 month ago | think.ing.com | James Smith |James Knightley |Adam Antoniak |Peter Virovacz

    I kid you not, the draft of this week’s article started with the line “Good news, folks, no tariff chat this week!”. Sadly, that was before the President threatened 25% tariffs on iPhones and 50% on everything from the EU. Doh! Investors have found a new thing to worry about... I’ll stick to my word, though, because if tariffs weren’t enough, this week investors found yet another thing to worry about: the US deficit.

  • 1 month ago | think.ing.com | František Táborský |Adam Antoniak |David Havrlant |Peter Virovacz

    Poland: Policymakers ready to start monetary easing Last month, we saw the hawkish bias from Poland's Monetary Policy Council (MPC) since December shift to a more dovish stance, as illustrated by the National Bank of Poland Governor Adam Glapiński. Lower-than-expected CPI inflation in the first quarter of the year, slowing core inflation, easing wage pressure and probably softer annual GDP growth than in last year's final quarter all bolster the argument for the adjustment.

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