Pharma's bitter dose of tariff pressure
ING THINK aloud5 Elo 2025

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 cut drug costs. In this podcast, ING's Diederik Stadig explains why these competing goals cannot be reconciled, and what the strategy means for the industry - and for consumers in the US and Europe.

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

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