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Featured content
Global Outlook 2026 – An uneasy calm
The executive summary of our report highlights key shifts in growth drivers in 2026, risks that might reshape the outlook, and how we see key economies performing in the coming year.
Podcasts
Hear from our Global Research analysts and the challenges facing the global economy.

Macro Freestyle podcast episode 12
The changing global outlook
In this episode of our Macro Freestyle podcast, we examine the gap between market expectations and macro realities for global growth and inflation. We also discuss the outlook for China’s economy, the Renminbi and the US dollar, along with broader global trends in trade, fiscal policy and commodities.
This podcast was recorded on 21 April.

Macro Freestyle podcast episode 11
Oil shock – should we worry about inflation or growth?
In this episode of our Macro Freestyle podcast, we discuss whether the oil shock arising from the Middle East conflict is more likely to fuel inflation or growth concerns. We also look at how the Strait of Hormuz closure is affecting not just energy supplies but also other key sectors, and how the conflict is impacting various regions, economies and asset classes.
This podcast was recorded on 24 March.

Macro Freestyle podcast episode 10
Risks to market resilience
In our latest Macro Freestyle podcast, Eric Robertsen, and Madhur Jha examine the implications of the recent IEEPA tariff ruling for financial-market resilience and trade, and how the escalation of Middle East tensions could impact oil prices and the global economy.
*This podcast was recorded on 24 February 2026.

Macro Freestyle podcast episode 9
The risk of a carry trade unwind
In this episode of our Macro Freestyle podcast, we discuss the risk of a carry trade unwind and how investors can prepare for heightened market volatility against a backdrop of geopolitical instability, risks to fiscal sustainability, and US-China inflation divergence.

Global Outlook 2026 – An uneasy calm
What is the outlook for 2026? Eric Robertsen, Razia Khan and Divya Devesh examine new global growth drivers, the key risks they present, and their potential impact on DM and EM asset markets.

Global Outlook H2-2025 – The aftershock
Eric Robertsen, Global Head of Research and Chief Strategist and Razia Khan, Head of Research Africa and the Middle East discuss the H2-2025 outlook amid trade policy and US dollar uncertainty.

The financial-market surprises of 2026
Eric Robertsen, Global Head of Research and Chief Strategist, identifies several surprise events that could disrupt financial markets in 2026. These are not forecasts or predictions, but potential scenarios that – while perhaps unlikely – could have an outsized impact on markets if they did occur.

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.
Interested to hear more?
Subscribe to our Market Updates podcast channel to access other episodes.
Download our Global Economic Outlook executive summaries
Latest insights
Testing times: Commodity markets reprice as conflict blockad…
Find out how the strait blockage supply shock is impacting commodities t…
20 Apr 2026
Reasons to be bullish on gold
The precious metal has suffered a sell-off during the Middle East war bu…
15 Apr 2026
An uneasy calm takes hold in the global economy
Global growth is set to hold steady in 2026 amidst elevated risks. How w…
28 Jan 2026
What we cover
Disclaimer
These podcasts are provided for informational purposes only. They do 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.