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)

What China's sweeping socialist reforms mean for the economy

What China's sweeping socialist reforms mean for the economy

China cracked down on the online gaming industry this week, the latest in a series of policies aimed at strengthening the public sector and reining in private enterprise. But the reforms could bring s...

2 Syys 202111min

What France's health pass really means for the economy

What France's health pass really means for the economy

France's Covid health pass will be extended next week to a wider range of public venues including cafes and restaurants, as the government doubles down on efforts to contain a fourth wave of infection...

6 Elo 202113min

Pains, Chains and Automobiles

Pains, Chains and Automobiles

The global car industry was forced to slam on the brakes this year, as a shortage of semiconductors hit production just as demand was starting to pick up. While the problem is expected to be temporary...

28 Heinä 202111min

Alarm bells ring for emerging markets

Alarm bells ring for emerging markets

Emerging markets have been resilient this year despite the Federal Reserve's hawkish shift in June and fresh lockdowns in some countries that threaten to derail the recovery. In this podcast, ING's Tr...

16 Heinä 202111min

OPEC vs OPEC: How the oil drama may unfold

OPEC vs OPEC: How the oil drama may unfold

OPEC+ called off its meeting this week without an agreement to increase oil supplies, sending Brent to a three-year high and WTI to levels not seen since 2014. Since then, prices have fallen back with...

9 Heinä 202110min

A "dangerous moment" for the Bank of England?

A "dangerous moment" for the Bank of England?

The Bank of England's outgoing chief economist Andy Haldane has sounded the alarm on inflation repeatedly this year and was the only MPC member to vote to reduce QE at this week's policy meeting. In t...

25 Kesä 202113min

What the Fed's hawkish shift means for bonds

What the Fed's hawkish shift means for bonds

A hawkish Federal Reserve meeting has prompted investors to reassess the outlook for asset purchases and the timing of interest rate hikes. In this podcast, ING's Padhraic Garvey looks at the implicat...

17 Kesä 202111min

ECB avoids taper talk but for how long?

ECB avoids taper talk but for how long?

The European Central Bank said it is still too early to discuss reducing monetary stimulus, even as it raised its growth and inflation forecasts for this year and next. In this podcast, ING's Carsten ...

10 Kesä 202113min

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