Iran-Israel ceasefire holds but risks remain
ING THINK aloud26 Kesä 2025

Iran-Israel ceasefire holds but risks remain

A US-brokered ceasefire between Iran and Israel sent oil prices tumbling this week, as traders and investors bet that the bombing campaigns are over and that the crucial Strait of Hormuz - through which 21 million barrels of oil pass each day -will not be disrupted.

The drop in oil prices is good news for global growth – and for inflation, potentially giving central banks in Europe and the US some breathing room to cut interest rates later this year.

But is the crisis really over? Or have the risks simply evolved?

With geopolitical tensions still simmering, do investors ned to price in a more persistent risk premium?

In this podcast, ING's Warren Patterson unpacks the outlook for oil, Bert Colijn explores the economic impact, and Francesceo Pesole looks at what it all means for the dollar.

Jaksot(125)

Why the Fed may be wrong about inflation

Why the Fed may be wrong about inflation

US inflation is rising at the fastest pace in more than a decade. Should we be worried? In this podcast, ING's James Knightley discusses whether recent price rises are likely to be transitory as the F...

2 Kesä 202115min

A busy year for high yield

A busy year for high yield

Our High Yield trading, strategy and syndicate teams take over this week's podcast for an informal conversation around year-to-date primary debt markets.

26 Touko 202112min

The long and winding road to rate hikes

The long and winding road to rate hikes

Hawks are growing louder at the US Federal Reserve. But with interest rate hikes still likely to be years away, the dollar is taking recent taper talk in stride. In this podcast, ING's Global Head of ...

20 Touko 202111min

Tense times in world trade

Tense times in world trade

US-China relations have worsened under the Biden Administration, with both sides openly trading barbs and Trump-era trade tariffs remaining firmly in place. In this podcast, ING's Senior Economist Joa...

12 Touko 202111min

The economic impact of India's devastating second wave

The economic impact of India's devastating second wave

India is in the grip of a particularly cruel second wave that is overwhelming hospitals and testing the endurance of a nation. In this podcast, ING's Prakash Sakpal looks at the latest developments in...

29 Huhti 202112min

Why copper is the new black gold

Why copper is the new black gold

Ambitious new targets for cutting carbon emissions and bold spending plans have fuelled optimism about the green revolution and helped to power a rally in the raw materials that will underpin the tran...

23 Huhti 202113min

Covid's East-West divide

Covid's East-West divide

In Asia, second and third waves of the coronavirus are raging in some countries, with India reporting more than 100,000 new cases a day over the past week. Yet the region overall has coped better with...

15 Huhti 202119min

Inequality threatens European cohesion

Inequality threatens European cohesion

Far from being the 'Great Equaliser,' Covid-19 has magnified socio-economic differences across Europe, exposing fault lines both between and within countries. In this podcast, ING's Julien Manceaux an...

31 Maalis 202111min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-rahamania
pomojen-suusta
ostan-asuntoja-podcast
juristipodi
rss-myyntikoulu
rss-draivi
herrasmieshakkerit
rahapuhetta
sijoitusovi-podcast
rss-lahtijat
rss-seuraava-potilas
bakkari-tarinoita-tapahtumien-takahuoneista
rss-h-asselmoilanen
rss-startup-ministerio
rss-bisnesta-bebeja
rss-turha-edes-yrittaa