The long and winding road to rate hikes
Hawks are growing louder at the US Federal Reserve. But with interest rate hikes still likely to be years away, the dollar is taking recent taper talk in stride. In this podcast, ING's Global Head of Markets Chris Turner looks at how the monetary policy debate is shifting both inside and outside the US and how global currency markets are responding. Plus, a little something on Bitcoin...
20 Maj 202111min
Tense times in world trade
US-China relations have worsened under the Biden Administration, with both sides openly trading barbs and Trump-era trade tariffs remaining firmly in place. In this podcast, ING's Senior Economist Joanna Konings discusses what's likely to happen next and what it could mean for world trade this year.
12 Maj 202111min
The economic impact of India's devastating second wave
India is in the grip of a particularly cruel second wave that is overwhelming hospitals and testing the endurance of a nation. In this podcast, ING's Prakash Sakpal looks at the latest developments in the pandemic and whether India's economy and markets can weather the storm.
29 Apr 202112min
Why copper is the new black gold
Ambitious new targets for cutting carbon emissions and bold spending plans have fuelled optimism about the green revolution and helped to power a rally in the raw materials that will underpin the transition. In this podcast, Warren Patterson looks at which metals will benefit the most and whether rising investment in green infrastructure could herald a supercycle for commodities.
23 Apr 202113min
Covid's East-West divide
In Asia, second and third waves of the coronavirus are raging in some countries, with India reporting more than 100,000 new cases a day over the past week. Yet the region overall has coped better with the crisis than its peers in the West and the IMF this week raised its forecast for the Asia-Pacific economy in 2021. In this podcast, ING's Rob Carnell explains why the pandemic has been more contained and what it means for the economy and markets this year.
15 Apr 202119min
Inequality threatens European cohesion
Far from being the 'Great Equaliser,' Covid-19 has magnified socio-economic differences across Europe, exposing fault lines both between and within countries. In this podcast, ING's Julien Manceaux and Franziska Biel discuss their latest research on rising inequality in the labour market, which they say poses a threat to European cohesion.
31 Mars 202111min
Europe's third wave woes
The European Commission is calling for tougher controls on vaccine exports, as the bloc struggles with a third wave of the virus and criticism over its handling of the vaccine rollout. The vaccination programme has been hindered by a slower authorisation process, delayed deliveries and suspensions over fears of possible side effects. In this podcast, ING’s Carsten Brzeski looks at how rising infections, fresh lockdowns and a sluggish pace of vaccination are likely to impact the region's economic recovery.
24 Mars 202114min
Money for Nothing
President Joe Biden says his $1.9 trillion pandemic rescue plan, for the first time, prioritises working- and middle-class Americans. But US household wealth has surged throughout the pandemic, with increases in savings spread more broadly across the income spectrum compared to Europe, as ING's James Knightley explains in this podcast.
18 Mars 202111min
