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think. ing. com > articles > rbnz-preview-a-closer-call-than-markets-expect

RBNZ preview: A closer call than markets expect

2+ day, 9+ hour ago  (675+ words) In our view, there are enough arguments to hike at this 27 May meeting (an underpriced risk), but the Reserve Bank of New Zealand has erred on the dovish side and looks more likely to opt for a hawkish hold. New…...

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ING THINK
think. ing. com > opinions > think-ahead-inflations-second-wave-is-history-really-repeating-itself

THINK Ahead: Inflation's second wave " is history really repeating itself? | opinions

2+ day, 11+ hour ago  (215+ words) Warning! This article contains egregious chart crimes...

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ING THINK
think. ing. com > articles > korea-navigates-between-ai-expansion-and-energy-driven-challenges

South Korea's balancing act between AI boom and energy-driven challenges

2+ day, 14+ hour ago  (241+ words) South Korea is being tugged in opposing directions: AI-driven growth is gaining traction, while oil shocks are stoking inflation and weighing on domestic activity. Growth should ease in the near term before regaining momentum later in the year. But widening…...

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ING THINK
think. ing. com > articles > the-commodities-feed-lingering-uncertainty-sees-oil-prices-oscillating220526

The Commodities Feed: Lingering Iran uncertainty has oil prices oscillating

2+ day, 15+ hour ago  (637+ words) ING THINK economic and financial analysis | ING THINK Uncertainty surrounding a US-Iran deal abounds as we head into the weekend, leaving the market susceptible to seesaw price moves if any fresh noise emerges Energy - Oil focus remains on US-Iran negotiations…...

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ING THINK
think. ing. com > snaps > german-gdp-1q-26-2nd-estimate

German economy defies Middle East war in first quarter | snaps

2+ day, 15+ hour ago  (10+ words) Germany's surprising resilience through the first quarter may not last...

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ING THINK
think. ing. com > snaps > government-actions-curbed-april-inflation-complicating-the-bojs-rate-decision

Japan's inflation slowed unexpectedly, but Bo J still likely to hike rates in June

2+ day, 21+ hour ago  (240+ words) ING THINK economic and financial analysis | ING THINK Japan's consumer price index eased unexpectedly in April, mainly due to government measures and lower food prices from last year's high base. With underlying inflation steady and growth holding firm, we still…...

ING THINK
think. ing. com > articles > poland-energy-shock-lifts-inflation-but-soft-demand-limits-broad-pressures

Energy shock lifts Polish inflation, but weak demand curbs broader pressure

3+ day, 8+ hour ago  (270+ words) Polish inflation is expected to continue rising in response to the energy shock, but weak demand is likely to prevent a broad-based, self-sustaining price surge. Wage growth is slowing, employment is declining, and output in industry and construction remains subdued....

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think. ing. com > articles > europe-defence-spending-logistics-real-estate

Europe's defence push will boost logistics real estate " but won't transform it | articles

3+ day, 10+ hour ago  (636+ words) Defence spending is emerging as a support for Europe's'logistics property sector, adding 8-20% to demand in the coming years. That's a steady deployment, not a full-scale invasion of warehouses. Mostly build-to-own, but with opportunities for the institutional market " a'tailwind amid tariffs,…...

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ING THINK
think. ing. com > snaps > firmer-than-expected-exports-support-the-bojs-june-hike

Japan's stronger-than-expected exports support a June Bo J hike

3+ day, 14+ hour ago  (208+ words) Japan is displaying'some resilience despite energy shocks. Its trade balance remained in the surplus zone, driven by'stronger-than-expected exports. Machinery orders were also stable in the first quarter. Recent'data, and hawkish remarks from a top Bo J official, raise the odds…...

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ING THINK
think. ing. com > snaps > middle-east-conflict-weighs-more-heavily-on-eurozone-pmi-in-may

Middle East conflict weighs more heavily on eurozone PMI in May

3+ day, 12+ hour ago  (209+ words) The May PMI reading signals rising recession risks in the eurozone if the Middle East conflict persists The PMI fell from 48. 8 in April to 47. 5 in May, the lowest reading since 2023. Growth concerns come on top of inflation worries as the…...

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