Bond yields: No time to die
ING THINK aloud17 Joulu 2021

Bond yields: No time to die

The Federal Reserve is optimistic about US growth prospects next year, with policymakers now calling for three interest rate hikes in 2022. But the US bond market appears to be sending a rather different signal, with a flattening yield curve suggesting the recovery could be cut short. In this podcast, ING's Padhraic Garvey discusses why long-term yields have remained so low in the face of soaring inflation and impending rate hikes, and whether things could change in 2022.

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Jaksot(126)

Stablecoins: From 'Wild West' to Mainstream

Stablecoins: From 'Wild West' to Mainstream

Imagine a world where money moves instantly - across borders, systems and time zones, 24 hours a day.For many, that future rests on stablecoins: digital money, backed by real assets, designed to hold ...

26 Maalis 40min

Deals, deployment and digital-free childhoods - Telecoms in 2026

Deals, deployment and digital-free childhoods - Telecoms in 2026

In this podcast, ING’s Jan Frederik Slijkerman discusses the key trends that are set to define the European telecoms sector in 2026

23 Helmi 10min

Pharma 2026: Higher prices, manufacturing migration, China's ascent

Pharma 2026: Higher prices, manufacturing migration, China's ascent

Are Trump’s pharmaceutical policies a seismic revolution, or just hot air? Will he succeed in lowering drug prices in 2026? Will manufacturing shift to the US? And how will all of this impact Europe a...

22 Tammi 25min

The data centre power play - AI, energy and Europe's next move

The data centre power play - AI, energy and Europe's next move

In this podcast, ING's Diederik Stadig, Gerben Hieminga and Coco Zhang discuss the role of data centres in driving global economic growth, strategies to tackle the energy challenge, and what Europe mu...

27 Marras 202519min

Firings, the Fed's future, and the fallout for policy and markets

Firings, the Fed's future, and the fallout for policy and markets

In this podcast, ING's James Knightley and Padhraic Garvey discuss President Trump's efforts to steer monetary policy - and the economic narrative - through high-profile firings at the Federal Reserve...

2 Syys 202521min

Pharma's bitter dose of tariff pressure

Pharma's bitter dose of tariff pressure

The Trump administration has imposed a 15% tariff on EU pharmaceuticals and threatened even steeper levies elsewhere. At the same time, however, the government has issued ultimatums to 17 companies to...

5 Elo 202516min

How far can the dollar fall?

How far can the dollar fall?

The US dollar's historic plunge has sent ripples across global currency markets. As its dominance falters, investors everywhere are asking, how far could it fall - and who stands to gain? In this week...

18 Heinä 202515min

Tariff gambit shifts to August. Then what?

Tariff gambit shifts to August. Then what?

President Donald Trump this week delayed the planned  9 July tariff hikes on US imports, notifying 22 countries that rates could rise as much as 50% on 1 August.The White House had paused these measur...

10 Heinä 202524min

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