This month's Economic Update covers trade developments, France's political drama, the Lisa Cook affair, & our forecasts for the global economy.

Trade uncertainty is back, the Ukraine war drags on, and Europe is once again grappling with a political crisis.

More 👉 think.ing.com/bundles/sept...

Our all-important cheat sheet is out ahead of the ECB's rate-setting meeting on Thursday.

We expect a hold, but there are risks of a modest dovish tilt given tariff uncertainty and the euro’s recent strength.

Here's what our team thinks:
think.ing.com/articles/jul...

In our recent FX Talking, we explain why we are expecting a temporary correction in EUR/USD over the coming months as tariff-driven US price pressures start to emerge.

Take a peek 👀 think.ing.com/bundles/fx-t...

Asia has been hit with fresh tariff rates. Of the 14 countries that received tariff letters, nine were in Asia.

The new announcements are silent on Singapore, India, and the Philippines, which might benefit from tariff concessions if negotiations progress favourably.

think.ing.com/articles/new...

It's not every day ING's Carsten Brzeski compares the global economy to Tom Cruise's blockbuster movies: full of drama and action but hard to follow.

As we approach the halfway mark for 2025, here's our take on what has – and hasn't – happened so far this year.

think.ing.com/bundles/ing-...

Our ECB cheat sheet for Thursday...

A 25bp ECB rate cut is highly likely, but significant inflation revisions, little weight on the neutral rate debate, and lingering growth risks should leave a dovish aftertaste.

More here 👉 think.ing.com/articles/jun...

How Trump might bypass US courts to continue his tariff agenda: think.ing.com/articles/how...

Is gold losing its shine? 🪙

Prices have dropped more than 3% so far this week to their lowest in more than a month, as improved risk sentiment is reducing gold’s haven appeal.

Our new forecasts for the year are here: think.ing.com/articles/gol...

US asset markets and the dollar have made a good recovery from their April lows. Still, the scars of April’s events will likely be left on both the US economy and the $.

Our FX team provide their quarterly forecasts for G10, EMEA, Latam and Asia currencies here: think.ing.com/bundles/fx-t...

Our team of economists try to get a sense of where the global economy is headed after a turbulent month for markets: think.ing.com/bundles/ing-...

Trump wanted a weaker dollar, and he's got it. Although with much collateral damage to the global economy and asset markets.

Our team look at what they're expecting in G10, EMEA, Latam and Asian FX over the next few months.

think.ing.com/bundles/fx-talking-you-wanted-a-weaker-dollar/