The data centre power play - AI, energy and Europe's next move
In this podcast, ING's Diederik Stadig, Gerben Hieminga and Coco Zhang discuss the role of data centres in driving global economic growth, strategies to tackle the energy challenge, and what Europe must do to raise its game
27 Nov 19min
Firings, the Fed's future, and the fallout for policy and markets
In this podcast, ING's James Knightley and Padhraic Garvey discuss President Trump's efforts to steer monetary policy - and the economic narrative - through high-profile firings at the Federal Reserve and Bureau of Labor Statistics.
2 Sep 21min
Pharma's bitter dose of tariff pressure
The Trump administration has imposed a 15% tariff on EU pharmaceuticals and threatened even steeper levies elsewhere. At the same time, however, the government has issued ultimatums to 17 companies to cut drug costs. In this podcast, ING's Diederik Stadig explains why these competing goals cannot be reconciled, and what the strategy means for the industry - and for consumers in the US and Europe.
5 Aug 16min
How far can the dollar fall?
The US dollar's historic plunge has sent ripples across global currency markets. As its dominance falters, investors everywhere are asking, how far could it fall - and who stands to gain? In this week's THINK aloud, a replay of our live webinar, ING's Chris Turner, Francesco Pesole, Frantisek Taborsky, and Deepali Bhargava share their views.
18 Juli 15min
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.
26 Juni 16min
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.
4 Juni 30min
China's playbook for US trade talks
Officials from China and the US will meet in Switzerland this week to de-escalate a trade war that has disrupted global supply chains, deepened economic uncertainty, and triggered significant market volatility. In this podcast, ING’s Chief Economist for Greater China, Lynn Song, discusses how the talks could unfold, and the impact of the tariffs on China’s economy this year and beyond.
8 Maj 19min
