Standard Chartered: Market Updates

Standard Chartered: Market Updates

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Macro Freestyle – 2025 in review: A liquidity-fuelled rally

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine whether the liquidity-driven rally in financial markets can sustain its momentum into 2026, how global trade and Chin ...

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Macro Freestyle: Living with low volatility and high uncertainty

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets’ muted response to the US government shutdown, which risks are being overlooked, and the fiscal outlo ...

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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 ...

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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. ...

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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 ele ...

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