The Trump Effect: A global economy gripped by uncertainty
ING THINK aloud4 Jun 2025

The Trump Effect: A global economy gripped by uncertainty

President Trump's unpredictable trade policy has undermined confidence and deepened uncertainty across the global economy this year. In this podcast, ING's James Knightley, Carsten Brzeski, and James Smith discuss the outlook for the US, eurozone and UK economies in this new, uncharted territory while Chris Turner looks at the implications for financial markets.

Episoder(126)

There may be trouble ahead... for the UK

There may be trouble ahead... for the UK

In this podcast, a replay of an ING event this week, Developed Markets Economist James Smith and Senior Editor Rebecca Byrne discuss the outlook for UK inflation, interest rates, and mortgage costs, a...

30 Jun 202327min

Central banks, inflation and why the battle isn't over

Central banks, inflation and why the battle isn't over

In a live webinar event this week, ING's James Knightley, Carsten Brzeski and James Smith discussed the outlook for inflation, economic growth and monetary policy around the world while Chris Turner e...

13 Jun 202327min

What the US debt ceiling drama means for the dollar

What the US debt ceiling drama means for the dollar

As talks to raise the US debt ceiling go down to the wire, and the threat of a default looms large, currency markets have remained remarkably composed. In this podcast, ING's Chris Turner discusses wh...

25 Mai 202313min

Hiking into a banking crisis

Hiking into a banking crisis

As two more regional US lenders - PacWest and Western Alliance - saw their share prices collapse this week, the Federal Reserve raised interest rates again but hinted that this may be the peak of the ...

5 Mai 202321min

Emerging markets: Resilience amid uncertainty

Emerging markets: Resilience amid uncertainty

With soaring public debt since the Covid pandemic and much higher debt servicing costs after aggressive rate hikes around the world, emerging markets remain a risky proposition. Some countries, like Z...

19 Apr 202312min

Constructive on credit

Constructive on credit

In this podcast, ING's Global Head of Sector Research Jeroen van den Broek and Credit Strategist Tim Rahill discuss how the recent turmoil in the banking sector has impacted the credit market and why ...

31 Mar 202317min

Price stability vs financial stability

Price stability vs financial stability

In this podcast, ING's Padhraic Garvey and Antoine Bouvet discuss the latest central bank decisions to raise interest rates despite recent turmoil in the banking sector.

23 Mar 202312min

Higher for longer

Higher for longer

In this podcast, ING's James Knightley, Carsten Brzeski, and James Smith discuss where interest rates may be heading in the US, Europe and UK while Chris Turner explains what this could all mean for g...

10 Mar 202327min

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