Ing Economic
Seeking Alpha
United Kingdom
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Recent articles by Ing:
Car Market Outlook: Recovery Postponed Again
We are revising our global car sales forecasts for 2022 into negative territory. Read more. → Read More
Eurozone labour market: From short-time to shortfalls
Instead of rising unemployment, the eurozone is currently facing labour shortages. With firms’ employment expectations remaining historically high, tight labour markets look set to continue. → Read More
Deglobalization Ahead? The Pros And Cons Of Reshoring
Recent geopolitical events have kickstarted a shift toward more self-sufficiency. Headlines about the end of globalisation are making the rounds. Read more here. → Read More
Rates Spark: It's the ECB that's behind the pace, not the Fed
The market now has more than a 50% probability attached to a 100bp hike from the Fed in July. We think this is overdone, and we think the bond market agrees with us. Read more here... → Read More
China: Very Strong Loan Growth But Uncertainty Remains On Economic Recovery
The government had urged banks to lend to businesses. And the guidance proved to be successful as data shows that loan growth jumped in June. → Read More
Fears Of Another Eurozone Crisis Are Overblown
Despite a challenging outlook for the eurozone, the prospect of another debt crisis seems unlikely. But speculation about a crisis can be self-fulfilling, and much will depend on politics. → Read More
The Philippines: Triple Threat Could Weigh On Growth Momentum
Ferdinand Marcos Jr. won the May presidential election by a landslide while simultaneously securing key posts for his allies. → Read More
Bund Yields: We Are The 1%
Euro rates and German Bund yields are on a downward path, justified by recession risks and declining inflation fears. → Read More
Debt Sustainability Issues, Once Again
The rise in bond spreads in most eurozone countries could be a problem. → Read More
What Happens When EUR/USD Breaks Parity?
With EUR/USD closing in on parity we are getting questions from customers as to what a break of parity could look like and how far EUR/USD could fall? → Read More
European Central Bank Takes A Swing At ESG
The ECB tilting its index towards corporates with better climate performance will likely mean more outperformance of ESG in the future. → Read More
India: Banking On The Budget
The 2022/23 Union budget sets out the Indian government’s estimate for the deficit in 2021/22 at 6.8% of GDP and projects the deficit falling to 6.4% in 2022/23. → Read More
It's All About Capacity In The Truck Market
Supply frictions, including new disruptions from the war in Ukraine, have turned the European truck market upside down. Click here to read more. → Read More
Rates spark: Recession fears take over
The tone has become markedly risk-off, bonds rallying as risk assets sell off. The US curve starts signalling a looming cycle change as recession fears take over. Read more here... → Read More
China’s Economic Outlook For The Second Half Of 2022
China's nominal GDP reached $17.5 trillion in 2021, a growth rate of 8.1%. We expect a slower GDP growth rate in 2022 due to very tight Covid measures in Q2 of this year. Read more here. → Read More
China Policy Key For Iron Ore Outlook
Chinese steel output has been under pressure for much of the year. Click here to know more... → Read More
Taiwan’s Economic Outlook For H2 2022
Taiwan’s economy grew 6.57% in 2021 due to strong global demand for electronic products that benefited the country's semiconductor industry. Click to read our view on Taiwan's H2 outlook. → Read More
Rates spark: Some two-way risk in rates
Recession fears have injected much-needed two-way risks in rates markets. Inflation swaps suggest expectations are anchored, but swaptions betray a record-low degree of conviction. → Read More
The Eurozone's Consumer's Still Not Putting Their Money Where Their Mouth Is
Eurozone consumption is still experiencing a temporary bump from catch-up spending on services, although today’s PMI figures are already starting to cast doubt on that view. → Read More
Deconstructing The Australian Construction Industry
The construction industry has not been so resilient. Click here to know more... → Read More