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Standard Chartered: Market Updates

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

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

PublishesMonthlyEpisodes41Founded5 years ago
Number of ListenersCategories
ManagementBusinessInvesting

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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 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

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, discuss the risk of a carry trade unwind and how investors can prepare for heightened market volatility against a backdrop o... more

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Hosts

Eric Robertsen
Global Head of Research and Chief Strategist at Standard Chartered.
Madhur Jha
Global Economist and Head of Thematic Research at Standard Chartered.

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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?

Content centers around financial markets, offering expert analysis and predictions on various economic topics, including global liquidity, trade policies, currency fluctuations, and fiscal policies. Hosting experienced professionals, discussions often highlight the impacts of external variables such as geopolitical tensions and market volatility on investment strategies and economic forecasts. Unique to these dialogues is the focus on real-time implications for investors, alongside comprehensive insights into how historical trends are shaping future expectations in diverse regions like Asia and the US. By synthesizing complex economic indicators with practical advice, the episodes aim to empower listeners with the knowledge to navigate an u... more

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Which podcasts are similar to Standard Chartered: Market Updates?

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

1. Standard Chartered Money Insights
2. Unhedged
3. The Mishal Husain Show
4. At Any Rate
5. Macro Musings with David Beckworth

How many episodes of Standard Chartered: Market Updates are there?

Standard Chartered: Market Updates launched 5 years ago and published 41 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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