ING's Credit Outlook for 2025

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 reasons to be cautious in 2025.  In this week’s THINK aloud, a replay of our live webinar, Jeroen and Tim explain why they think spreads could widen next year and why investors need to be selective while strategists Suvi Platerink Kosenon and Jesse Norcross take a closer look at banks and real estate.

Om Podcasten

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.