Why the Fed may be wrong about inflation
ING THINK aloud2 Jun 2021

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 Federal Reserve believes, or a more sustained risk to the recovery.

Episoder(125)

Bond yields: No time to die

Bond yields: No time to die

The Federal Reserve is optimistic about US growth prospects next year, with policymakers now calling for three interest rate hikes in 2022. But the US bond market appears to be sending a rather differ...

17 Des 202111min

Why Omicron is no game changer for Europe's growth outlook

Why Omicron is no game changer for Europe's growth outlook

The Omicron variant will hit economic growth in Europe over the coming months, but won't derail the recovery next year, according to ING's Carsten Brzeski, who remains optimistic about the region's pr...

9 Des 202115min

COP26: 'Pitifully inadequate' or 'truly historic'?

COP26: 'Pitifully inadequate' or 'truly historic'?

It's fair to say the COP26 climate agreement in Glasgow has received a mixed response. While UK Prime Minister Boris Johnson hailed the deal as "truly historic" and a "game changer" for the planet, cl...

16 Nov 202112min

A time to taper

A time to taper

To everything there is a season. And for the US Federal Reserve, this is a time to taper. But how significant is the move, when will interest rates rise, and are markets pricing this correctly? In thi...

4 Nov 202113min

The UK's twin tightening gamble

The UK's twin tightening gamble

Chancellor Rishi Sunak says the UK economy is recovering faster than its major competitors and public finances are stabilising. Economic growth for this year has been revised up to 6.5% from 4% in Mar...

28 Okt 202117min

What the Fed taper means for global FX markets

What the Fed taper means for global FX markets

Financial markets have brushed off the Federal Reserve's hawkish shift, as well as a liquidity crisis at Chinese property developer, Evergrande. In this podcast, ING's Global Head of Markets, Chris Tu...

23 Sep 20219min

What Europe's inflation angst means for bonds

What Europe's inflation angst means for bonds

Inflation risks are rising in Europe. But will the region's bond markets take note? European Central Bank member Isabel Schnabel said in a speech this week that while much of the recent rise in prices...

16 Sep 202112min

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

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