The Trump Effect: A global economy gripped by uncertainty
ING THINK aloud4 Juni 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.

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Economic Outlook 2025: Trump, Trade Wars, and Tense Politics

Economic Outlook 2025: Trump, Trade Wars, and Tense Politics

A new US president, trade war threats, political instability in Europe, and mounting fiscal concerns obscure the outlook for the global economy in 2025. In this podcast, ING's James Knightley, Carsten...

10 Dec 202420min

Make Aluminium Green Again

Make Aluminium Green Again

Aluminium is an essential metal in our daily lives. It also plays a crucial role in the energy transition, and demand is soaring. But producing aluminium is highly energy-intensive, and urgent action ...

25 Nov 202415min

FX Outlook 2025: How Trump's policies will ripple through global finance

FX Outlook 2025: How Trump's policies will ripple through global finance

ING FX strategists Chris Turner, Francesco Pesole, and Frantisek Taborsky discuss how Donald Trump's policies will reshape global currency markets in the year ahead.

15 Nov 202425min

ING's Credit Outlook for 2025

ING's Credit Outlook for 2025

Credit markets reacted positively to the outcome of the US election, with spreads - the difference between yields on corporate bonds relative to those on government securities - narrowing across the b...

8 Nov 202424min

Central and Eastern Europe's quest for core EU convergence

Central and Eastern Europe's quest for core EU convergence

The countries of Central and Eastern Europe have successfully avoided the middle-income trap and evolved into high-income economies. The next challenge is to converge with the income levels enjoyed by...

18 Okt 202424min

Recession risks and the race for rate cuts

Recession risks and the race for rate cuts

Inflation is down and unemployment is rising. Have global central banks left it too late to start cutting interest rates? ING's economists and analysts share their views in this week's THINK aloud.

9 Sep 202424min

Navigating a CEE of opportunities - and challenges

Navigating a CEE of opportunities - and challenges

The economies of Central and Eastern Europe are largely in recovery mode. Slowing inflation and rising real wages have boosted consumer spending, which should continue to support GDP growth well into ...

1 Juli 202419min

Why central bank divergence can only go so far

Why central bank divergence can only go so far

The European Central Bank is widely expected to cut interest rates on Thursday from a record high of 4%. It’s an unusual move for two reasons: There’s no recession or crisis to precipitate a cut – in ...

6 Juni 202428min

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