How the Russia-Ukraine crisis will reshape commodity markets
ING THINK aloud16 Mar 2022

How the Russia-Ukraine crisis will reshape commodity markets

Global commodity markets have been swinging wildly since Russia invaded Ukraine, with everything from oil to wheat caught up in the crisis. In this podcast, ING's Warren Patterson discusses the challenge of reducing western dependency on Russia, and where the markets may be heading next.

Episoder(126)

China's great economic transition

China's great economic transition

China is a country in transition. After decades of rapid growth at any cost, the economic model is shifting to one centred on high quality, sustainable growth driven by the consumer. In this podcast, ...

2 Mai 202417min

Central banks and the road to rate cuts

Central banks and the road to rate cuts

In this week’s THINK aloud, we bring you the highlights of our Economics Live webinar, where we discussed the outlook for the global economy, monetary policy and financial markets with ING's James Kni...

13 Mar 202432min

How AI can speed up the energy transition

How AI can speed up the energy transition

2023 was the hottest year on record. The Copernicus Climate Change Service says temperatures last year likely exceeded “those of any period in at least the last 100,000 years”. Yet the United Nations ...

7 Mar 202410min

FX Outlook 2024: The dollar's long goodbye

FX Outlook 2024: The dollar's long goodbye

Recent months have seen the US dollar on a powerful bull run. Propelled by strong economic growth and a hawkish Federal Reserve, which has signalled that interest rates will stay higher for longer, th...

21 Nov 202312min

Why oil prices will stay high and add to stagflation risk

Why oil prices will stay high and add to stagflation risk

The price of oil surged more than 30% in the third quarter, driven by solid global demand, supply cuts from OPEC+ and additional voluntary cuts from Saudi Arabia and Russia. But is the market starting...

6 Okt 202318min

Central banks and the rate cut countdown

Central banks and the rate cut countdown

As interest rates in the US, UK and Europe approach a peak, and economic growth shows further signs of faltering, the focus has firmly shifted to rate cuts. In this week's THINK aloud, a replay of ING...

19 Sep 202328min

China is no 1990s Japan - but it could have been

China is no 1990s Japan - but it could have been

As the Western world struggles to tame high inflation, fears of persistent deflation are taking root in China. Prices at the factory gate have been dropping for months and in June, fell at the fastest...

3 Aug 202315min

Shocking challenges: Electric vehicles face roadblocks ahead

Shocking challenges: Electric vehicles face roadblocks ahead

Global temperatures have shattered records this month, heightening the urgency to reduce carbon emissions. But the energy transition and the shift to electric vehicles, in particular, is fraught with ...

27 Jul 202311min

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