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Standard Chartered: Market Updates

Standard Chartered Corporate & Investment banking
Emerging Markets
Global Economy
Tariffs
China
Inflation
Trade Wars
Oil Prices
U.S. Economy
US Dollar
Fiscal Stimulus
Global Trade
Fiscal Policy
Geopolitical Tensions
Oil
Standard Chartered
Stagflation
Dollar
Central Banks
Artificial Intelligence
US Exceptionalism

Turning market insights into actionable outcomes. Get Standard Chartered‘s views on what to watch out for in today‘s Financial Markets.

PublishesMonthlyEpisodes42Founded5 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Artwork for Standard Chartered: Market Updates

Latest Episodes

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine how EM economies are positioned to withstand the current oil shock. They look at relative economic resilience and po... more

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine the gap between market expectations and macro realities for global growth and inflation. They also discuss the outlo... more

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research discuss whether the oil shock arising from the Middle East conflict is more likely to fuel inflation or growth concerns. They... more

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine risks to financial-market resilience from the recent IEEPA tariff ruling and a possible escalation of Middle East te... more

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Hosts

Eric Robertsen
Global Head of Research and Chief Strategist at Standard Chartered; host of Macro Freestyle; extensive involvement in macro strategy and market analysis
Madhur Jha
Global Economist and Head of Thematic Research at Standard Chartered; co-host on Macro Freestyle; frequent contributor to macro debate and policy analysis

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Talking Points

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Macro Freestyle – The changing global outlook
Q: Do you see these trade concerns coming back as a driving force of the economic outlook this year?
Yes, trade frictions are likely to re-emerge with new tariffs and investigations, contributing to market noise and potential volatility around mid-year.
Macro Freestyle – The changing global outlook
Q: And Eric, where in your view is the biggest divergence between what's happening in the global economic outlook that you've just painted versus where markets are currently trading and how should investors be thinking about that?
There is demand destruction that markets are underestimating; inflationary pressures are evident upfront, but the growth downside could play out over a longer horizon, affecting discretionary spending and investment.
Macro Freestyle – Risks to market resilience
Q: Are markets just ignoring fiscal worries and inflation concerns? Should they be more worried?
Markets appear to be underestimating the risks associated with fiscal concerns and inflation, suggesting a disconnect between market sentiment and economic realities.
Macro Freestyle – Risks to market resilience
Q: How should people be positioning for this or building resilience against this?
Investors should be aware of oil prices as a crucial benchmark while preparing for potential economic disruptions.
Macro Freestyle – Risks to market resilience
Q: What happens to the negotiations that were in train at the moment?
The negotiations may face complications due to the uncertainty surrounding the tariff regime and the balance of power between the US and other countries.

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Frequently Asked Questions About Standard Chartered: Market Updates

What is Standard Chartered: Market Updates about and what kind of topics does it cover?

The series presents high-level macro and market discussions anchored in geopolitics, policy, and global liquidity, delivered by Standard Chartered's top researchers. Across episodes, the dialogue often centers on oil price dynamics, global inflation versus growth trajectories, emerging-market resilience, and the evolving role of major currencies like the US dollar and RMB. There's a notable focus on policy impacts—tariffs, fiscal stimulus, and central-bank paths—and how these shape asset markets, risk appetite, and cross-border trade. A distinctive feature is the blend of macroeconomics with market architecture topics such as carry trades, liquidity conditions, and AI-driven productivity, offering listeners a framework to understand complex... more

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These podcasts share a similar audience with Standard Chartered: Market Updates:

1. At Any Rate
2. The Markets
3. Global Data Pod
4. UBS On-Air: Market Moves
5. Exchanges

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Standard Chartered: Market Updates launched 5 years ago and published 42 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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