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ING’s research highlights a prevailing hawkish tilt across global central banks, with expectations of a June ECB 'insurance' hike and upward shifts in the Bank of Korea's 'dot-plot' toward 3.0% for 2026. Despite this tightening bias, analysts caution that soft economic indicators like the May PMI and lower fiscal support increase the risk of an ECB policy mistake reminiscent of 2011. In currency markets, the US dollar remains well-supported by strong labor data and persistent inflation, which continues to exert pressure on the euro, the Korean won, and certain CEE currencies. On the structural front, the adoption of generative AI in the Eurozone remains surprisingly low at 34%, suggesting that any potential productivity-led economic payoffs may be delayed by adoption hurdles. Furthermore, while European bank green bond issuance has reached €40bn year-to-date in 2026, the adoption of the rigorous European Green Bond Standard (EuGBS) remains limited to 11% of the total due to strict EU Taxonomy alignment requirements. Collectively, these insights point to a complex environment of sustained high interest rates, geopolitical energy risks, and a cautious transition toward both digital and green economic standards.

188 reports available

French Inflation Surprises On The Downside

ING·Jun 30, 2026

French inflation slowed to 1.8% in June, falling short of consensus expectations due to lower energy and manufactured goods prices. While a modest rebound is projected for the remainder of 2026, the outlook remains muted due to weak domestic demand.

FX Daily: No Doves In Sintra

ING·Jun 30, 2026

This report details the fading bullish momentum of the US dollar ahead of upcoming economic data and central bank communication. It also highlights the neutral stance of the ECB and concerns regarding potential currency intervention in the JPY.

FX Daily Looking For Stabilisation

ING·Jun 25, 2026

Calmer markets have provided a brief respite for non-USD currencies, though the US dollar's dominance persists amid expectations of moderating inflation. The Polish Zloty and broader CEE currencies remain under pressure due to dovish local central bank stances and global risk-off sentiment.

Poland's Energy Plan: Big Ambition, Challenging To Deliver

ING·Jul 1, 2026

Poland has officially adopted an updated National Energy and Climate Plan (NECP) targeting a major decarbonization transition by 2040. While the strategy is technically robust, its delivery faces material implementation risks, including political cycles, financing gaps, and infrastructure bottlenecks.

Think Ahead: Are Rate Hikes Pointless

ING·Jun 12, 2026

This report examines the delayed impact of interest rate hikes on the eurozone economy due to the prevalence of long-term fixed mortgage rates. It concludes that central bank signaling currently carries more weight than incremental policy changes.

Eurozone Industrial Production Holds Up But Trade Surplus Under Pressure

ING·Jun 15, 2026

Eurozone industrial production grew for the third consecutive month in April despite geopolitical headwinds. However, the region's trade surplus has narrowed sharply as energy costs surged.

FX Daily

ING·Jun 11, 2026

Strong Wages Boost Spending in Hungary

ING·Jun 17, 2026

Belgian Housing Market Starts 2026 Strong But Underlying Dynamics Soften

ING·Jun 19, 2026

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