ING Financial Markets

In FICC (Fixed Income, commodities and Currencies) Research, we offer niche EM expertise, especially in EMEA. We are the go-to bank for Benelux issues, from regulations to rates to a Benelux credit focus. We have developed top notch covered bonds research, and have niche offerings in money markets, rate derivatives and European high yield. We overlay this with a global offering in macro, FX, commodities research and technical analysis. Europe is a key focus for us, but our global sphere extends to the Americas and Asia, in areas where we have selected DM & EM edges. Our analysts provide both written output and conference calls, but also travel the world to provide face-to-face presentations.

ING’s Equity Research team provides in-depth research on over 120 companies in the BeNeLux region, offering both breadth and depth of stock coverage. In addition to investment recommendations, our analysts offer thematic research, proprietary data points. insights into industry trends and unique valuation perspectives. ING’s Equity Research team was ranked the #1 Country Research team in the BeNeLux region in 2017 by the Extel Survey. Next to this, ING is the only bank to have been involved in all the BeNeLux IPOs in 2017. ING has the largest equities team focussed on Benelux listed securities and is the only Benelux broker with sales and research operations in both Amsterdam and Brussels and a sales hub in New York.

Carsten Brzeski ... (+3)
  • Carsten Brzeski
  • Francesco Pesole
  • Michiel Tukker

July ECB cheat sheet: Currency heatwave

We expect a hold by the ECB on Thursday, but there are risks of a modest dovish tilt given tariff uncertainty and the euro's recent strength. Ultimately, Fed decisions will drive EUR/USD more than the ECB's, but signs of discontent with levels above 1.20 can cap the euro's short-term gains. Expect rates to be particularly sensitive to trade comments

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Sustainable supply, BPSOIM upgrade and PS

The supply slowdown is accompanied by a drop in sustainable issuances; Banca Popolare di Sondrio ratings upgrade, some juice left in PS

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Sustainable supply, BPSOIM upgrade and PS

The supply slowdown is accompanied by a drop in sustainable issuances; Banca Popolare di Sondrio ratings upgrade, some juice left in PS

Bert Colijn
  • Bert Colijn

ECB bank lending survey shows no material impact of higher uncertainty

Global uncertainty hasn't affected loan demand or credit standards too much in the second quarter, which means that the outlook for investment is not currently deteriorating. Then again, this still gives us a view of investments muddling through

Deepali Bhargava
  • Deepali Bhargava

Monetary Authority of Singapore preview: case builds for policy easing

Expected softness in GDP growth in the second half of the year, ongoing tariff uncertainties, and currency overvaluation support the case for MAS easing, though the decision remains finely balanced

Hamza Khan ... (+2)
  • Hamza Khan
  • Warren Patterson

The Commodities Feed

Energy • Crude oil speculative position: Speculators continued to increase their net long in ICE Brent over the last reporting week. According to exchange data, speculators increased their position by 4,175 lots to leave them with a record net long of 565,459 lots. Meanwhile for NYMEX WTI speculators reduced their net long by 15,591 lots to leave them with a net long of 396,381 lots. • US oil rig count: Latest data from Baker Hughes shows that over the last week the number of active rigs decreas...

Gustavo Rangel
  • Gustavo Rangel

LATAM: Political risk calls for caution

Presidential elections are scheduled in Mexico, Brazil and Colombia this year. We take a look at what the rise in political uncertainty means for economic policy and currency trading in the region

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