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.
Imagine a world where money moves instantly - across borders, systems and time zones, 24 hours a day. For many, that future rests on stablecoins: digital money, backed by real assets, designed to hold its value and move at the speed of the internet. In this podcast, experts discuss why stablecoins could shape the future of money and what it will take to make them a trusted, everyday reality.
Are Trump’s pharmaceutical policies a seismic revolution, or just hot air? Will he succeed in lowering drug prices in 2026? Will manufacturing shift to the US? And how will all of this impact Europe and China? ING's Diederik Stadig and Stephen Farrelly answer these questions and more in this week's THINK aloud.
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
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.
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.
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.
President Donald Trump this week delayed the planned 9 July tariff hikes on US imports, notifying 22 countries that rates could rise as much as 50% on 1 August. The White House had paused these measures for 90 days to pursue trade deals, but since Trump’s so-called Liberation Day announcement on 2 April, only three agreements have been reached. ING’s Inga Fechner says the new deadline, which Trump…
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…
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.