Macro Freestyle podcast – Resilience under pressure
Global markets have been resilient despite higher bond yields and ongoing geopolitical and macro uncertainty. Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, explore the factors that could test that res ...Afficher plus
Macro Freestyle podcast – Is policy turning more interventionist?
Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine how the latest developments in Fed, US Treasury and tariff policy are impacting global inflation, growth and asset prices – and where opportunitie ...Afficher plus
Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symb ...Afficher plus