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All Episodes

ING THINK aloud — 126 episodes

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Title
1

Stablecoins: From 'Wild West' to Mainstream

2

Deals, deployment and digital-free childhoods - Telecoms in 2026

3

Pharma 2026: Higher prices, manufacturing migration, China's ascent

4

The data centre power play - AI, energy and Europe's next move

5

Firings, the Fed's future, and the fallout for policy and markets

6

Pharma's bitter dose of tariff pressure

7

How far can the dollar fall?

8

Tariff gambit shifts to August. Then what?

9

Iran-Israel ceasefire holds but risks remain

10

The Trump Effect: A global economy gripped by uncertainty

11

China's playbook for US trade talks

12

Corporate bonds caught in tariff turmoil

13

What Trump's tariffs mean for Central and Eastern Europe

14

Why a Mar-a-Lago Accord to weaken the dollar could be an act of self-harm

15

Europe's road to rearmament

16

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

17

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

18

Make Aluminium Green Again

19

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

20

ING's Credit Outlook for 2025

21

Central and Eastern Europe's quest for core EU convergence

22

Recession risks and the race for rate cuts

23

Navigating a CEE of opportunities - and challenges

24

Why central bank divergence can only go so far

25

China's great economic transition

26

Central banks and the road to rate cuts

27

How AI can speed up the energy transition

28

FX Outlook 2024: The dollar's long goodbye

29

Why oil prices will stay high and add to stagflation risk

30

Central banks and the rate cut countdown

31

China is no 1990s Japan - but it could have been

32

Shocking challenges: Electric vehicles face roadblocks ahead

33

There may be trouble ahead... for the UK

34

Central banks, inflation and why the battle isn't over

35

What the US debt ceiling drama means for the dollar

36

Hiking into a banking crisis

37

Emerging markets: Resilience amid uncertainty

38

Constructive on credit

39

Price stability vs financial stability

40

Higher for longer

41

Ukraine war, one year on

42

Are we there yet?

43

What to expect from commodity markets in 2023

44

COP27: A climate cop out?

45

Listen: Rate hikes, recession, rate cuts

46

Quid Game: UK markets live to fight another day

47

Inflation, intervention and interest rates

48

ECB rate hikes won't change euro's trajectory

49

Exceptional uncertainty

50

'Game changing' SEC climate rules at risk

51

ECB: One more and done

52

Can the Fed avoid a crash landing?

53

Britain's cost of living crisis

54

How the Russia-Ukraine crisis will reshape commodity markets

55

The economic price of the war in Europe

56

What the Russia-Ukraine crisis means for global FX markets

57

Putting a price on carbon

58

Bond yields: No time to die

59

Why Omicron is no game changer for Europe's growth outlook

60

COP26: 'Pitifully inadequate' or 'truly historic'?

61

A time to taper

62

The UK's twin tightening gamble

63

What the Fed taper means for global FX markets

64

What Europe's inflation angst means for bonds

65

The cost and credibility of Asia's climate goals

66

What China's sweeping socialist reforms mean for the economy

67

What France's health pass really means for the economy

68

Pains, Chains and Automobiles

69

Alarm bells ring for emerging markets

70

OPEC vs OPEC: How the oil drama may unfold

71

A "dangerous moment" for the Bank of England?

72

What the Fed's hawkish shift means for bonds

73

ECB avoids taper talk but for how long?

74

Why the Fed may be wrong about inflation

75

A busy year for high yield

76

The long and winding road to rate hikes

77

Tense times in world trade

78

The economic impact of India's devastating second wave

79

Why copper is the new black gold

80

Covid's East-West divide

81

Inequality threatens European cohesion

82

Europe's third wave woes

83

Money for Nothing

84

ECB steps up stimulus but is it enough?

85

Dear Prudence

86

Gauging the ‘taper tantrum’ fallout

87

The rise and fall of voluntary social distancing

88

Inflation Blues

89

Emerging markets' vaccine challenge

90

Risky business: Credit markets are 'very expensive'

91

'21 is going to be a good year (for commodities)

92

Hope springs eternal

93

Betting on a Brexit deal

94

Don't worry about the debt, yet

95

What a Biden economy might look like

96

How the US presidential election could impact Europe

97

Europe's second wave sends recovery into reverse

98

Riskier road ahead

99

What a Covid resurgence means for oil

100

Emerging from Covid-19

101

No deal Brexit is no 'cliff edge' for the UK economy (but it won't help)

102

The Fed, the dollar and the asset bubble

103

How the economy could shape the US Presidential election

104

End of job retention schemes risks recession in Europe

105

Stocks vs bonds: Who's right?

106

'Pivotal' EU summit is no panacea

107

China’s multi-front economic battle post Covid-19

108

The UK's profound economic challenge

109

Brazil's Covid crisis

110

Why markets are shrugging off Covid-19

111

Will Climate Action Survive Covid-19?

112

Fractured Europe: Why the South will struggle to recover from Covid-19

113

US election 2020: Biden - His Time?

114

Car ownership and car sharing in a post-Covid world

115

Digital currencies: 'Total scam' or moving into the mainstream?

116

Lockdown lessons from Asia

117

Fallen angels: The devil in disguise?

118

Why the Great Oil Crash may not be over

119

Covid-19 and the future of the euro project

120

Britain's economic challenges build, despite bold stimulus

121

Covid-19: The lockdown, the recession, the recovery

122

Counting the economic cost of the coronavirus

123

Why US GDP is routinely mis-measured

124

Brexit and the battle to stop 'no deal'

125

Three central banks, three different strategies

126

Trailer