Are we there yet?
ING THINK aloud3 Helmi 2023

Are we there yet?

In this podcast, ING's James Knightley, Carsten Brzeski and James Smith discuss whether interest rates in the US and Europe are close to a peak, what this could mean for the global economy and whether rate cuts could be in the offing this year.

Jaksot(125)

Riskier road ahead

Riskier road ahead

With more Americans than ever voting by mail in the November election, and President Trump's warning that the final outcome may not be known for months, the spectre of a delayed result is still a risk...

7 Loka 20208min

What a Covid resurgence means for oil

What a Covid resurgence means for oil

A recent increase in the number of Covid-19 cases and new lockdown measures to stem the spread of the virus have sparked concern that demand for oil could be hit at a time when supply is picking up. I...

24 Syys 202011min

Emerging from Covid-19

Emerging from Covid-19

The Covid-19 pandemic has ripped through the developing world this year with particular cruelty and ferocity, upending lives and livelihoods on a scale never seen before. But in markets, at least, sig...

17 Syys 202013min

No deal Brexit is no 'cliff edge' for the UK economy (but it won't help)

No deal Brexit is no 'cliff edge' for the UK economy (but it won't help)

The UK government has changed some of the provisions in its divorce agreement with the EU, putting strain on already tense relations with the bloc and threatening to undermine a trade deal. In respons...

10 Syys 202013min

The Fed, the dollar and the asset bubble

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 B...

3 Syys 202011min

How the economy could shape the US Presidential election

How the economy could shape the US Presidential election

With less than 10 weeks to go until the US election, President Trump continues to trail Democrat rival Joe Biden in the polls. But the race is far from over. In this podcast, ING's James Knightley dis...

26 Elo 202013min

End of job retention schemes risks recession in Europe

End of job retention schemes risks recession in Europe

Many short-time work schemes in Europe are set to end at the turn of the year, suggesting the unemployment rate will finally start to reflect some of the huge economic damage caused by Covid-19. In th...

20 Elo 202015min

Stocks vs bonds: Who's right?

Stocks vs bonds: Who's right?

Federal Reserve Chairman, Jerome Powell, warned explicitly that the economic recovery in the US will depend on the path of Covid-19, perhaps in an effort to provide a dose of realism to buoyant equity...

30 Heinä 202013min

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