ING Economic and Financial Analysis·2026-06-19·via All Articles on Seeking Alpha
Summary
The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening.
However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.
Given China’s general stability, we are not making substantive changes to the GDP growth forecast of 4.7%.
