At the first rate-setting meeting of 2026, the Central Bank of Turkey (CBT) delivered a lower-than-expected rate cut of 100bp ...
Dutch pension funds are in the middle of big reforms but estimating the hedging flows remains a difficult task ...
December data gives the National Bank of Poland grounds to continue its pause in the monetary easing cycle, as wage growth ...
With established technology and economics, hydrogen enters the ‘teenager phase,’ scaling up production and building ...
Oil markets look decidedly bearish this year as OPEC+ ramps up production, pushing the global market into a sizeable surplus throughout 2026. Brent is forecast to average around $57/bbl, with broader ...
For the European utilities sector, trends observed in 2025 are continuing into 2026. For integrated utilities, cash flow ...
The medium to long-term outlook for the European natural gas market is bearish. The ramping up of global LNG export capacity ...
Remember that at its December meeting, the ECB kept interest rates on hold and didn’t give any hint at what could be next. The just-released minutes of the meeting confirm this stance. In fact, the ...
Will manufacturing shift back to the US? And what does it all mean for Europe and China? In this podcast, ING's Diederik Stadig and Stephen Farrelly share their outlook for the year ahead In this ...
3 calls for EU sectors in 2026: Tech outperformance, manufacturing growth gaps, small consumer gains
Production in many sectors should grow between 1% and 1.5% in 2026. Construction and staffing should see the biggest gains ...
Davos brought a de-escalation in geopolitical and tariff risk, and the dollar can enjoy a bit more support from here, in our view, as focus shifts to a supportive macro picture. Elsewhere, Norway’s ...
Recovering risk sentiment helps euro rates nudge back up again. Market sentiment is recovering, and euro rates, in particular, are taking this opportunity to rise higher. At Davos ...
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