Standard Chartered: Market Updates

Is US dollar weakness inevitable?

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine the forces shaping the US dollar’s trajectory, including the Fed’s potential rate cuts, recent trade rulings and their effect on global trade dynamics, as well as shifting yield curves. They also explore how these developments could impact EM and DM economies and assets, and whether US dollar weakness is becoming a structural theme in financial markets.
 
This podcast is provided for informational purposes only. It does not constitute a personal offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices. Please see Terms & Conditions - Standard Chartered Global Research for full disclosures or email us at ResearchClientServices@sc.com for any questions.

Macro Freestyle: Focusing on the fiscal

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research discuss fiscal sustainability in the US and China in H2-2025, and the implications for rates, FX, bonds, and financial markets. They also examine how these risks will impact growth in DM and EM economies, especially those with limited fiscal space.  
 
This podcast is provided for informational purposes only. It does not constitute a personal offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices. Please see Terms & Conditions - Standard Chartered Global Research for full disclosures or email us atResearchClientServices@sc.com for any questions.

Global Outlook H2-2025 – The aftershock

In our latest Global Research podcast, Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Razia Khan, Head of Research Africa and the Middle East, discuss the global outlook for H2-2025, and identify bright spots in EM and EM assets, amid elevated uncertainty around trade policy and the US dollar. This podcast is provided for informational purposes only. It does not constitute a personal offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices. Please see Terms & Conditions - Standard Chartered Global Research for full disclosures or email us at ResearchClientServices@sc.com for any questions.

Macro Freestyle: What to watch as we enter H2

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatility, Fed policy and inflation. They also identify key areas to focus on for the rest of 2025. This podcast is provided for informational purposes only. It does not constitute a personal offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices. Please see Terms & Conditions - Standard Chartered Global Researchfor full disclosures or email us at ResearchClientServices@sc.com for any questions.

Macro Freestyle: Trade wars, currencies and central banks

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, examine the outlook for the US dollar, inflation, global trade flows, EM central bank policy and EM FX amid the US-led global trade war. They also identify the key risks to watch out for. This podcast is provided for informational purposes only. It does not constitute a personal offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices. Please see Terms & Conditions - Standard Chartered Global Research for full disclosures or email us at ResearchClientServices@sc.com for any questions.

Macro Freestyle: Trade wars and stagflation risks

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, assess the impact of recent US tariffs on major trading partners, and their effect on global growth and inflation, the US dollar and EM FX. Tune in to find out which developments investors and corporates should keep an eye on.
This podcast is provided for informational purposes only. It does not constitute a personal offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices. Please see Terms & Conditions - Standard Chartered Global Research for full disclosures or email us at ResearchClientServices@sc.com for any questions.

Macro Freestyle: Is the consensus wrong on US exceptionalism?

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, assess what is driving changing market perception on US exceptionalism. They also examine if it reflects improving sentiment towards the rest of the world, and what that means for tariffs, global trade, fiscal and monetary policy,  the US dollar and EM FX.
This podcast is provided for informational purposes only. It does not constitute a personal offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices. Please see Terms & Conditions - Standard Chartered Global Research for full disclosures or email us at ResearchClientServices@sc.com for any questions.

Global Outlook 2025 Podcast - Reverberations

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Kaushik Rudra, Global Head of Fixed Income Research and Head of Asia Research, examine the far-reaching implications of the US presidential transition for global growth, the USD and EM assets. They also explore the impact of expected US tariffs on China and other key trade partners.

2025 Financial Market Surprises Podcast

In this podcast, Standard Chartered's Global Head of Research, Eric Robertsen, shares his insights on unexpected scenarios in 2025 that could fly against consensus and catch markets and the global economy off guard.

Global Outlook Q3 2024 Podcast – Clouded by geo-economic uncertainty

Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Razia Khan, Head of Research, Africa and Middle East as they explore the possibility of a soft landing for the global economy, and what this means for EM and frontier markets. They also look at the implications of flat growth and interest rate cuts on the US dollar, FX, commodities and more.