The Fed, the dollar and the asset bubble
ING THINK aloud3 Sep 2020

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 Brainard admitted this week that the new policy, and consequent expectations that interest rates will stay lower for longer, could indeed entice investors to take more risk in the search for higher returns. In this podcast, ING's Chris Turner looks at what this means for financial markets around the world.

Episoder(126)

The cost and credibility of Asia's climate goals

The cost and credibility of Asia's climate goals

Asia emits half the world's carbon dioxide. But ahead of the COP26 climate change talks in November, only a handful of Asian countries have made firm commitments to achieving a net-zero carbon future....

10 Sep 202117min

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 Sep 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 Aug 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 Jul 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 Jul 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 Jul 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 Jun 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 Jun 202111min

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