ING THINK
Taiwan’s exports see a rare miss in April
Lead — Taiwan's export growth decelerated to 39.0% year-on-year in April, falling short of market expectations, while imports also disappointed at 29.2% YoY.…
Commentary
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 421–450+ results
Load more →- INVESTINGLIVE
PBOC sets USD/ CNY reference rate for today at 6.8502 (vs. estimate at 6.8138)
The desk interprets the PBOC's recent USD/CNY reference rate setting at 6.8502, significantly above the market estimate of 6.8138, as a signal of ongoing yuan…
- ECB PRESS
Christine Lagarde: Stablecoins and the future of money: separating functions from instruments
Lead — The desk believes that the ECB's focus on stablecoins, as articulated by Christine Lagarde, underscores a critical juncture for the euro's monetary…
- ING THINK
FX Daily: Back on the rollercoaster
The desk views the current FX landscape as increasingly volatile, driven by geopolitical tensions and the uncertain outcome of upcoming US-China negotiations.…
- ING THINK
German industry worsens as Middle East war takes its toll
The desk views the recent deterioration in German industrial production as a significant indicator of broader economic malaise, exacerbated by geopolitical…
- INVESTINGLIVE
PBOC is expected to set the USD/CNY reference rate at 6.8138 – Reuters estimate
The desk anticipates a USD/CNY reference rate set by the PBOC at approximately 6.8138, indicating a potential stabilization of the yuan amid ongoing global…
- ING THINK
The Commodities Feed: Oil rebounds on renewed US-Iran tensions
The desk views the recent recovery in oil prices as a direct response to escalating tensions between the US and Iran, which could have significant implications…
- INVESTINGLIVE
Japan wage growth streak hits three months, putting June BOJ move in focus
Lead — The desk sees the recent uptick in Japan's real wages as a pivotal signal for the Bank of Japan's (BOJ) upcoming policy decision, particularly the June…
- ING THINK
Asia week ahead: China and India release highly anticipated inflation data
The desk anticipates that upcoming inflation reports from China and India will significantly influence market sentiment, particularly as global traders remain…
- INVESTINGLIVE
Japan's intervention efforts have not been all too impactful this time around
The desk believes that Japan's recent currency interventions are proving ineffective against a backdrop of persistent bearish fundamentals for the yen. Per the…
- ING THINK
Japan’s real wages rose in March, boosting odds of a June hike
The desk believes that Japan's rising real wages bolster the case for a Bank of Japan (BoJ) rate hike in June. Per the full note from ing-think, steady wage…
- ING ECONOMICSING
Rates Spark: Euro rates and the war
The desk's perspective on Euro rates highlights the ongoing impact of geopolitical tensions on monetary policy discussions. Per the full note from ING…
- INVESTINGLIVE
Fed's Williams: There's a lot of uncertainty in the economy right now
The desk interprets NY Fed President John Williams' recent comments as highlighting significant economic uncertainty, particularly for lower-income households,…
- INVESTINGLIVE
Mexico central bank cuts rates but signals caution ahead
The desk interprets Banxico's recent rate cut as a cautious step towards easing monetary policy, reflecting a divided board on the decision. Per the full note…
- INVESTINGLIVE
More from Fed's Hammack: I need to keep an open mind about the next policy move
The desk interprets Cleveland Fed President Hammack's recent comments as indicative of a cautious approach to future monetary policy, reflecting rising…
- INVESTINGLIVE
ECB Schnabel: Some damage from Iran War will be hard to reverse
The desk interprets ECB member Isabel Schnabel's recent comments as a signal that the fallout from the Iran conflict could lead to persistent economic…
- INVESTINGLIVE
Fed' Daly: Committed to bringing inflation back to Fed's 2% target
The desk interprets San Francisco Fed President Mary Daly's recent comments as a reaffirmation of the Fed's commitment to achieving its 2% inflation target,…
- ECB PRESS
Isabel Schnabel: The quiet erosion of central bank independence
Lead — Central bank independence is increasingly under threat, as highlighted by Isabel Schnabel's recent speech, which underscores the dual pressures of…
- ING THINK
CNB review: Governor signals wait-and-see mode but tone turns dovish
The Czech National Bank (CNB) has opted to maintain its key interest rate at 3.50%, signaling a cautious approach amid rising inflation and subdued economic…
- JPMORGAN GLOBAL RESEARCHJPM
EM Fixed Income: Parsing peace talks and payrolls
The desk anticipates a cautiously optimistic outlook for emerging market (EM) fixed income, driven by recent geopolitical developments and improving economic…
- ING THINK
Rates Spark: Euro rates and the war
The desk believes that the European Central Bank (ECB) is maintaining a cautious stance on interest rate hikes, largely influenced by geopolitical tensions…
- ING THINK
Poland’s central bank president: Inflation on target, but rate hike risks have risen
The desk interprets the National Bank of Poland's recent shift towards a more hawkish stance as a significant signal for potential monetary tightening. Per the…
- INVESTINGLIVE
NY Fed Survey of consumer expectations:1Y inflation higher @ 3.6% vs 3.4%. 5Y steady at 3%
The desk interprets the latest NY Fed Survey of Consumer Expectations as a signal of rising inflationary pressures, particularly with one-year-ahead inflation…
- INVESTINGLIVE
Fed's Hammack: I see a lot of uncertainty in economic outlook
The desk interprets Cleveland Fed President Beth Hammack's recent remarks as reinforcing a cautious yet hawkish stance on monetary policy amid significant…
- GOOGLE NEWS · USD/JPY
US Dollar To Yen FX Outlook: USD/JPY Drops On Intervention Speculation, Pressure Building - Exchange Rates Org UK
The desk views the recent decline in USD/JPY as a direct response to heightened speculation regarding potential intervention by Japanese authorities. Per the…
- GOOGLE NEWS · EUR/USDUbs
UBS Pound Sterling Forecast: Bullish GBP Bias Despite UK Political Risks - Exchange Rates Org UK
UBS maintains a bullish outlook for the Pound Sterling (GBP) despite the backdrop of elevated UK political risks. Their view hinges on favorable economic…
- GOOGLE NEWS · GBP/USD
US Dollar To Canadian Dollar Consensus Forecast: Latest Survey Sees Drift Towards 1.30 - Exchange Rates UK
The desk anticipates a gradual appreciation of the US Dollar against the Canadian Dollar, with a consensus forecast suggesting a drift towards the 1.30 level.…
- INVESTINGLIVE
Fed's Collins: I still expect interest-rate cuts down the road
The desk interprets Fed Governor Collins' recent comments as indicative of a potential shift towards interest rate cuts, albeit with caution due to rising…
- INVESTINGLIVE
The Indian Rupee bounced strongly from record lows on renewed hopes for US-Iran war end
The Indian Rupee (INR) has shown resilience against the US Dollar (USD), bouncing back from record lows amid improving sentiment regarding the US-Iran…
- INVESTINGLIVE
Japan has to be mindful of further interventions amid IMF warning - Credit Agricole
The desk is increasingly concerned about Japan's potential loss of its free-floating currency status due to excessive foreign exchange interventions. Per the…
FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.