Riskier road ahead

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...

3 Feb 202327min

Global commodity markets have swung wildly this year, and the volatility may be set to continue into 2023. While Russia's invasion of Ukraine sent prices surging earlier in the year on concern that su...

7 Des 202215min

The COP27 climate summit in Egypt was supposed to be the moment when governments turned lofty aspirations into real world action, implementing the climate pledges made in Glasgow last year. Instead, m...

17 Nov 202215min

After four 75bp rate hikes, the US Federal Reserve has signalled a slower pace of tightening ahead. But Chair Jerome Powell also warned that it is "very premature" to consider a pause and that rates m...

3 Nov 202217min

In this podcast, ING's Chris Turner, James Smith and Antoine Bouvet discuss the UK government's fiscal policy, why it's sent markets into a tailspin and whether the Bank of England's intervention will...

29 Sep 202215min

In this week's THINK aloud, ING's Chris Turner, Developed Markets Economist James Smith and Senior Rates Strategist Antoine Bouvet discuss the latest inflation data from the US and UK, the implication...

15 Sep 202216min

The European Central Bank cited the weak euro as one reason to raise interest rates by 75bp on Thursday - the most on record. But tighter monetary policy is unlikely to change the euro's course. In th...

9 Sep 20229min

The Bank of England raised interest rates by 50bp on Thursday, the most in a quarter century, as inflation sits at a 40-year high. And despite forecasting a protracted recession amid an 'exceptionally...

4 Aug 202214min