The Fed, the dollar and the asset bubble
ING THINK aloud3 Syys 2020

The Fed, the dollar and the asset bubble

Is the Federal Reserve encouraging a stock market bubble? Critics say a recent change to the central bank's policy framework has undesirable side effects and puts the dollar at risk. Fed member Lael Brainard admitted this week that the new policy, and consequent expectations that interest rates will stay lower for longer, could indeed entice investors to take more risk in the search for higher returns. In this podcast, ING's Chris Turner looks at what this means for financial markets around the world.

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Emerging markets' vaccine challenge

Emerging markets' vaccine challenge

The World Health Organization says vaccine hoarding would be a catastrophic moral failure that would keep the pandemic burning and result in a very slow global economic recovery. Yet many emerging mar...

4 Helmi 202112min

Risky business: Credit markets are 'very expensive'

Risky business: Credit markets are 'very expensive'

Federal Reserve Chairman Jerome Powell said this week that the Bank is monitoring the corporate bond market, where spreads have narrowed to levels seen before the pandemic and yields on some of the ri...

29 Tammi 202110min

'21 is going to be a good year (for commodities)

'21 is going to be a good year (for commodities)

Optimism surrounding the Covid vaccine coupled with a crude oil production cut from Saudi Arabia have lifted the price of Brent by about 7% since the start of the year, adding to a 25% surge in the la...

18 Tammi 202111min

Hope springs eternal

Hope springs eternal

With a new variant of Covid-19 spreading rapidly across the UK, schools, non-essential retail, pubs and restaurants have been forced to shut until the middle of February, when priority groups are expe...

7 Tammi 202114min

Betting on a Brexit deal

Betting on a Brexit deal

With just two weeks to go before the Brexit transition period comes to an end, UK Prime Minister Boris Johnson and EU Commission President Ursula von der Leyen still haven’t agreed on the terms of a f...

15 Joulu 202010min

Don't worry about the debt, yet

Don't worry about the debt, yet

UK Chancellor Rishi Sunak has laid the groundwork for tackling Britain's unprecedented surge in borrowing, which is set to hit a peacetime record of almost £400 billion this year. But is it too soon t...

26 Marras 202012min

What a Biden economy might look like

What a Biden economy might look like

President-elect Joe Biden says the Trump administration’s refusal to concede the election will not affect the transition of power. But could this lack of cooperation be a harbinger of things to come? ...

12 Marras 202015min

How the US presidential election could impact Europe

How the US presidential election could impact Europe

President Trump's 'America First' policy has been criticised by rival Joe Biden as an isolationist strategy that has left America alone in the world, turning former allies into adversaries. The Europe...

21 Loka 202013min

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