ING THINK
Why gold isn’t acting like a safe haven right now
The desk interprets the recent decline in gold prices, which have fallen approximately 12% since the onset of the Iran conflict, as a reflection of broader…
Commentary
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 361–390+ results
Load more →- BIS SPEECHES
José Luis Escrivá: Capital flows, exchange rates, and geopolitics - the value of trust in a changing global order
The desk interprets José Luis Escrivá's recent remarks on capital flows and exchange rates as a critical signal of the evolving geopolitical landscape…
- BIS SPEECHES
Philip R Lane: Climate change and monetary policy
The desk argues that climate change considerations are becoming increasingly integral to monetary policy, as highlighted by ECB Executive Board member Philip…
- BIS SPEECHES
Joachim Nagel: Structural challenges for the German economy
The desk believes that Germany's economic landscape is facing significant structural challenges, as highlighted by Dr. Joachim Nagel, President of the Deutsche…
- BIS SPEECHES
P Nandalal Weerasinghe: Poverty and development in times of crisis
The desk believes that Sri Lanka's economic recovery hinges on addressing poverty and development challenges, particularly in the wake of recent crises. Per…
- BIS SPEECHES
Piero Cipollone: The new energy shock - economic scenarios and policy implications
The desk interprets Piero Cipollone's recent remarks on the new energy shock as a pivotal moment for the Eurozone's economic landscape, suggesting a…
- BIS SPEECHES
Luis de Guindos: Deepening financial integration to support Europe's prosperity
The desk interprets Luis de Guindos' recent remarks on financial integration as a pivotal moment for the Eurozone, suggesting that enhanced financial cohesion…
- BIS SPEECHES
Michael Atingi-Ego: Launch of Centenary Bank's Custodial Services
The desk interprets the launch of Centenary Bank's custodial services as a significant step in enhancing Uganda's financial infrastructure, potentially…
- BIS SPEECHES
François Villeroy de Galhau: A long view on monetary policy - three clarifications prompted by three challenges
The desk interprets François Villeroy de Galhau's recent remarks as a clear signal of the Bank of France's commitment to a cautious yet proactive monetary…
- BIS SPEECHESMS
Ida Wolden Bache: Policy rate raised to 4.25 percent
The desk interprets Norges Bank's recent policy rate hike to 4.25% as a clear signal of the central bank's commitment to combating inflation, which has…
- INVESTINGLIVE
EUR/USD remains rangebound amid the prolonged US-Iran stalemate and widely expected hikes
The desk maintains a cautious outlook on EUR/USD, anticipating continued rangebound trading amid geopolitical tensions and central bank policy uncertainty. Per…
- BIS SPEECHESMS
Christine Lagarde: Climate, nature and monetary policy
The desk posits that Christine Lagarde's recent remarks on integrating climate considerations into monetary policy signal a pivotal shift in ECB strategy,…
- INVESTINGLIVE
BoE's Greene: Worth waiting before deciding on rate hikes
The desk believes the Bank of England (BoE) is likely to adopt a cautious approach regarding interest rate hikes, particularly in light of geopolitical…
- INVESTINGLIVE
Indian Rupee erases recent gains as US and Iran fail to reach an agreement. What's next?
The Indian Rupee (INR) has recently retraced gains as geopolitical tensions surrounding the US-Iran conflict weigh on market sentiment. Per the full note…
- ING THINK
Czech consumer remains resilient so far
The desk sees the resilience of Czech consumers as a stabilizing factor for the koruna, with March retail sales exceeding expectations, indicating robust…
- INVESTINGLIVE
Market outlook for the week of 11th - 15th May
Lead — The desk anticipates a cautious week ahead for FX markets, with key U.S. inflation data and central bank commentary likely to shape sentiment. Per the…
- ING ECONOMICSING
FX Daily: US price check this week
The US inflation data release this week is expected to dictate near-term dollar direction, with market focus on whether disinflation progress continues or…
- BIS SPEECHES
Claudia Buch: "The prudential regulation of banks" - practical implications for European supervision
The desk posits that the ongoing prudential regulation reforms in Europe, as highlighted by Claudia Buch, will likely tighten financial conditions for banks,…
- ING THINK
FX Daily: US price check this week
The desk anticipates that the upcoming US April CPI data will play a crucial role in supporting the dollar, particularly as investor sentiment remains cautious…
- INVESTINGLIVE
ECB policymaker Kocher says waiting in April meeting was a justifiable decision
The desk interprets ECB policymaker Kocher's recent comments as a clear signal of the central bank's cautious approach amid rising inflation risks tied to…
- INVESTINGLIVE
RBI said to be likely stepping into the market to try and limit the rupee's fall
The Indian rupee is under pressure as the Reserve Bank of India (RBI) is reportedly stepping into the foreign exchange market to mitigate its decline against…
- INVESTINGLIVE
ECB policymaker de Guindos says comparison to energy price shock in 2021-22 is not right
The desk interprets ECB Vice President Luis de Guindos' recent comments as a signal of cautious optimism regarding inflation risks, suggesting that the central…
- ECB PRESSCommerzbank
Luis de Guindos: Interview with Financial Times
The desk believes that the ECB's current cautious stance, as articulated by Vice-President Luis de Guindos, suggests a more tempered approach to interest rate…
- ING ECONOMICSING
China reflation momentum strengthens in April, likely keeping the PBOC on hold
The desk believes that the improvement in China's reflation momentum, as noted in recent commentary by ING Economics, signals that the People's Bank of China…
- ING THINK
China reflation momentum strengthens in April, likely keeping the PBOC on hold
The desk maintains a bullish outlook on the Chinese yuan, bolstered by stronger-than-expected inflation data from April. Per the full note from ing-think, both…
- ING ECONOMICSING
The Commodities Feed: Oil surges as peace deal hopes fade
Per the full note [source], ING Economics argues that fading hopes for a peace deal in the Russia-Ukraine war are driving a surge in oil prices, with ICE Brent…
- INVESTINGLIVE
Japan's energy subsidies and yen defence are on a collision course
The desk argues that Japan's current fiscal strategy, particularly its energy subsidies, is unsustainable and is leading to a significant depreciation of the…
- ING THINK
The Commodities Feed: Oil surges as peace deal hopes fade
The desk interprets the recent surge in energy prices as a direct consequence of geopolitical tensions, particularly following the US's rejection of Iran's…
- INVESTINGLIVE
China April CPI 1.2% y/y (expected 0.8%, prior 0.1%)
The desk interprets the April CPI data from China as a significant indicator of rising inflationary pressures, which could influence monetary policy decisions.…
- INVESTINGLIVE
PBOC sets USD/ CNY reference rate for today at 6.8467 (vs. estimate at 6.7988)
The desk views the PBOC's recent adjustment of the USD/CNY reference rate as a significant signal of its ongoing monetary policy stance amid a complex…
FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.