ING THINK aloud

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 tightening cycle. In this podcast, ING's Chief International Economist James Knightley explains why he expects the Fed to reverse course "very quickly and very sharply" while ING's Head of Macro Carsten Brzeski discusses what this could all mean for Europe.

5 Mai 202321min

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 Zambia, Ghana, and Sri Lanka have already defaulted. The IMF has revised down its forecasts for EM economies in recent months, and the global impact of the recent banking crisis in the US and Europe is not yet known. Yet, ING’s sovereign debt strategist James Wilson sees value in the developing world. In this podcast, he explains why.

19 Apr 202312min

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 they remain constructive on the outlook for corporate bonds in 2023.

31 Mar 202317min

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

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 global markets.

10 Mar 202327min

One year after Russia’s devastating invasion of Ukraine, Europe is still learning to adapt to the new economic reality. In this podcast, ING’s Warren Patterson, Peter Vanden Houte and Chris Turner discuss the short- and long-term implications of the war for energy supplies, the economy and global financial markets.

24 Feb 202327min

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 rate cuts could be in the offing this year.

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 supply would be disrupted, worries about demand have since become the main driving force, with Brent crude falling below $80 a barrel this week for the first time since January. In this podcast, ING's Warren Patterson and Ewa Manthey discuss what they expect from the market next year.

7 Des 202215min