Are we there yet?
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...
3 Feb 202327min
What to expect from commodity markets in 2023
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 su...
7 Dec 202215min
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, m...
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 m...
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...
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 implication...
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 th...
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...
4 Aug 202214min
