ING THINK aloud

Mar 13 2025 111 ep. 14 mins 46
ING THINK aloud Podcast artwork

THINK aloud is a podcast by ING Global Research hosted by Senior Editor Rebecca Byrne. Subscribe to hear expert analysis on the global economy, monetary policy, and financial markets, that you won't find anywhere else.

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Europe's road to rearmament

Mar 13 2025 18 mins  
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, has upended the near 80-year transatlantic alliance, and left European countries scrambling to respond.European Commission President Ursula von der Leyen has called for a ‘surge’

Commodities Outlook 2025: How Trump's policies, Russian sanctions, and China's economic slowdown will shape the market

Jan 23 2025 22 mins  
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.

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

Dec 10 2024 20 mins  
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 Brzeski, and James Smith discuss the themes that will shape the economy, inflation, and interest rates over the coming year.

Make Aluminium Green Again

Nov 25 2024 15 mins  
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 is needed to reduce the industry's carbon footprint. In this podcast, ING's Ewa Manthey, Egor Fedorov, and Coco Zhang discuss the ongoing efforts to make the industry more sustainable.

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

Nov 15 2024 25 mins  
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.

ING's Credit Outlook for 2025

Nov 08 2024 24 mins  
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 board. But the longer term implications are more complicated. ING analysts Jeroen van den Broek and Tim Rahill predict a tough year ahead for credit, with a Trump presidency one of 25 r

Central and Eastern Europe's quest for core EU convergence

Oct 18 2024 24 mins  
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 some of the core EU economies. But this could prove more difficult. The old growth model, based on exports and cheap labour, has reached its limits, and a new strategy is now required

Recession risks and the race for rate cuts

Sep 09 2024 24 mins  
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.

Navigating a CEE of opportunities - and challenges

Jul 01 2024 19 mins  
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 2025. Meanwhile, on the investment front, the region is drawing substantial interest from large multinational corporations, as its strategic location, low cost base and skilled workfor

Why central bank divergence can only go so far

Jun 06 2024 28 mins  
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 fact the eurozone economy has recently shown signs of improvement. And it comes ahead of a rate cut by the US Federal Reserve, which has traditionally led the way for the ECB, bu