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 ...
4 Juni 202530min
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 v...
8 Maj 202519min
Corporate bonds caught in tariff turmoil
President Trump’s sweeping tariff announcement on April 2nd, a 90-day pause for most countries yet with escalating tariffs on China, exemptions on tech products from China, and later, news that these ...
15 Apr 20257min
What Trump's tariffs mean for Central and Eastern Europe
US-EU tariffs are a threat to the export-driven economies of Central and Eastern Europe.But ING economists argue that the region has ways to manage the disruption, and a trade war could serve as a muc...
4 Apr 202540min
Why a Mar-a-Lago Accord to weaken the dollar could be an act of self-harm
The root cause of America's economic imbalances can be traced to a single factor: the strength of the US dollar. At least, that’s the view of Stephen Miran, President Trump’s newly appointed Chairman ...
26 Mars 202516min
Europe's road to rearmament
President Trump’s decision to temporarily suspend military support for Ukraine, coupled with his implicit threat to withdraw US forces from Europe unless Nato allies increase their defence spending, h...
13 Mars 202518min
Commodities Outlook 2025: How Trump's policies, Russian sanctions, and China's economic slowdown will shape the market
In this podcast, ING commodities analysts Warren Patterson and Ewa Manthey share their views on the outlook for energy, metals, and agriculture in the year ahead.
23 Jan 202522min
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
