Iran-Israel ceasefire holds but risks remain
ING THINK aloud26 Jun 2025

Iran-Israel ceasefire holds but risks remain

A US-brokered ceasefire between Iran and Israel sent oil prices tumbling this week, as traders and investors bet that the bombing campaigns are over and that the crucial Strait of Hormuz - through which 21 million barrels of oil pass each day -will not be disrupted.

The drop in oil prices is good news for global growth – and for inflation, potentially giving central banks in Europe and the US some breathing room to cut interest rates later this year.

But is the crisis really over? Or have the risks simply evolved?

With geopolitical tensions still simmering, do investors ned to price in a more persistent risk premium?

In this podcast, ING's Warren Patterson unpacks the outlook for oil, Bert Colijn explores the economic impact, and Francesceo Pesole looks at what it all means for the dollar.

Episoder(125)

Riskier road ahead

Riskier road ahead

With more Americans than ever voting by mail in the November election, and President Trump's warning that the final outcome may not be known for months, the spectre of a delayed result is still a risk...

7 Okt 20208min

What a Covid resurgence means for oil

What a Covid resurgence means for oil

A recent increase in the number of Covid-19 cases and new lockdown measures to stem the spread of the virus have sparked concern that demand for oil could be hit at a time when supply is picking up. I...

24 Sep 202011min

Emerging from Covid-19

Emerging from Covid-19

The Covid-19 pandemic has ripped through the developing world this year with particular cruelty and ferocity, upending lives and livelihoods on a scale never seen before. But in markets, at least, sig...

17 Sep 202013min

No deal Brexit is no 'cliff edge' for the UK economy (but it won't help)

No deal Brexit is no 'cliff edge' for the UK economy (but it won't help)

The UK government has changed some of the provisions in its divorce agreement with the EU, putting strain on already tense relations with the bloc and threatening to undermine a trade deal. In respons...

10 Sep 202013min

The Fed, the dollar and the asset bubble

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 B...

3 Sep 202011min

How the economy could shape the US Presidential election

How the economy could shape the US Presidential election

With less than 10 weeks to go until the US election, President Trump continues to trail Democrat rival Joe Biden in the polls. But the race is far from over. In this podcast, ING's James Knightley dis...

26 Aug 202013min

End of job retention schemes risks recession in Europe

End of job retention schemes risks recession in Europe

Many short-time work schemes in Europe are set to end at the turn of the year, suggesting the unemployment rate will finally start to reflect some of the huge economic damage caused by Covid-19. In th...

20 Aug 202015min

Stocks vs bonds: Who's right?

Stocks vs bonds: Who's right?

Federal Reserve Chairman, Jerome Powell, warned explicitly that the economic recovery in the US will depend on the path of Covid-19, perhaps in an effort to provide a dose of realism to buoyant equity...

30 Jul 202013min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
finansredaksjonen
lederpodden
liberal-halvtime
rss-markedspuls-2
rss-impressions-2
rss-andelige-tanker-med-camillo