COP27: A climate cop out?
The COP27 climate summit in Egypt was supposed to be the moment when governments turned lofty aspirations into real world action, implementing the climate pledges made in Glasgow last year. Instead, meaningful progress on critical issues has stalled, with some countries even being accused of backsliding on their original commitments. Still, ING economist Gerben Hieminga and ESG researcher Coco Zhang are cautiously optimistic about the outcome.
17 Nov 202215min
Listen: Rate hikes, recession, rate cuts
After four 75bp rate hikes, the US Federal Reserve has signalled a slower pace of tightening ahead. But Chair Jerome Powell also warned that it is "very premature" to consider a pause and that rates may need to stay higher for longer, as the Fed battles to contain inflation near a 40-year high. In this podcast, ING's Chief International Economist James Knightley and Regional Head of Americas, Padhraic Garvey, discuss what this could mean for the US economy and market interest rates over the coming year.
3 Nov 202217min
Quid Game: UK markets live to fight another day
In this podcast, ING's Chris Turner, James Smith and Antoine Bouvet discuss the UK government's fiscal policy, why it's sent markets into a tailspin and whether the Bank of England's intervention will be enough to stave off a financial crisis.
29 Sep 202215min
Inflation, intervention and interest rates
In this week's THINK aloud, ING's Chris Turner, Developed Markets Economist James Smith and Senior Rates Strategist Antoine Bouvet discuss the latest inflation data from the US and UK, the implications of intervention in energy markets in Europe and the outlook for monetary policy.
15 Sep 202216min
ECB rate hikes won't change euro's trajectory
The European Central Bank cited the weak euro as one reason to raise interest rates by 75bp on Thursday - the most on record. But tighter monetary policy is unlikely to change the euro's course. In this podcast, ING's Global Head of Markets Chris Turner explains why - and shares his broader outlook for the FX world in the months ahead.
9 Sep 20229min
Exceptional uncertainty
The Bank of England raised interest rates by 50bp on Thursday, the most in a quarter century, as inflation sits at a 40-year high. And despite forecasting a protracted recession amid an 'exceptionally' uncertain backdrop, the central bank also pledged to act 'forcefully' again in the future. In this podcast, ING's James Smith discusses the rationale behind the decision and what could happen next.
4 Aug 202214min
'Game changing' SEC climate rules at risk
The Securities and Exchange Commission's climate disclosure rules were controversial from the start. But a recent ruling by the US Supreme Court has cast further doubt on the regulator's ability to implement the proposal. In this podcast, ING's Deputy General Counsel Tim Meehan and ESG Analyst Coco Zhang explain why the rules matter so much for investors and what could happen now.
28 Jul 202215min
ECB: One more and done
The European Central Bank raised interest rates for the first time in more than a decade this week and left the door open for further hikes in a bid to combat the highest inflation on record. But the Bank also announced a new bond-buying programme to soften the blow of rising rates amid a political crisis in Italy, a deteriorating economic outlook, and fears of a new debt crisis. ING's Carsten Brzeski says the strategy is akin to stepping on the brakes and the accelerator at the same time. So can it work? What's the central bank's next move? And what does it all mean for Europe's economic outlook?
22 Jul 202215min
