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    Reaching the people and companies driving investment, trade and wealth creation across emerging markets

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Global Outlook H2-2025

The aftershock

The executive summary of our report examines risks to the global economy from tariff uncertainty. While momentum is slowing in the US and China, we see bright spots, especially in EM.

Download our market outlooks and insights

Our executive summary for insights touch on growth, FX, and rates amid seismic geopolitical shifts from the US presidential transition.

Podcasts

Hear from our analysts as the allenges facing the global economy.

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Macro Freestyle podcast

What to watch as we enter H2

Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatility, Fed policy and inflation. They also identify key areas to focus on for the rest of 2025.

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Macro Freestyle podcast

Trade wars, currencies and central banks

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, examine the outlook for the US dollar, inflation, global trade flows, EM central bank policy and EM FX amid the US-led global trade war. They also identify the key risks to watch out for.

Macro Freestyle podcast: Trade wars and stagflation risks

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Macro Freestyle podcast

Trade wars and stagflation risks

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, assess the impact of recent US tariffs on major trading partners, and their effect on global growth and inflation, the US dollar and EM FX. Tune in to find out which developments investors and corporates should keep an eye on.

Macro Freestyle podcast: Is the consensus wrong on US exceptionalism?

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Macro Freestyle podcast

Is the consensus wrong on US exceptionalism?

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, assess what is driving changing market perception on US exceptionalism. They also examine if it reflects improving sentiment towards the rest of the world, and what that means for tariffs, global trade, fiscal and monetary policy,  the US dollar and EM FX.

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Global Outlook 2025 Podcast Reverberations

Eric Robertsen Global Head of Research and Chief Strategist, and Kaushik Rudra, Global Head of Fixed Income Research and Head of Asia Research, examine the implications of the US presidential transition for global growth, the USD and EM assets.

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Global Outlook Q3-2024 Podcast: Clouded by geo-economic uncertainty

Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Razia Khan, Head of Africa and Middle East as they explore the the possibility of a soft landing for the global economy, and what this means for EM and frontier markets. They also look at the implications of flat growth and interest rate cuts on the US dollar, FX , commodities and more.

Global Outlook Q2 2024 Podcast: Decision Time
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Global Outlook Q2 2024 Podcast – Decision Time

Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Sarah Hewin, Head of Research, Europe and the Americas, as they examine how monetary policy decisions by the US Fed and other central banks, evolving geopolitical conditions, and key elections in several countries might play out in markets. They also look at whether a strengthening US dollar is a cause or a symptom of increasing risk aversion, and why commodities like gold and copper are experiencing unusual strength.

Global Outlook 2024 Podcast: A soft landing, with risks
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Global Outlook 2024 Podcast – A soft landing, with risks

As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets?

Eric Robertsen, Global Head of Research & Chief Strategist, and Razia Khan, Head of Research, Africa and Middle East, share insights into why we see a soft landing, with risks, for the global economy this year.

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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.

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2024 Financial Market Surprises Podcast

What financial-market surprises could 2024 have in store? In this podcast, Eric Robertsen considers a list of scenarios that we believe have a non-zero probability of occurring in the year ahead.

What we cover

Economics

Global thought leadership with insightful analysis and forecasts developed through ongoing discussions with clients, regulators and central banks. We leverage our on-the-ground networks and expertise to deliver key economic data, trends and views.

Macro strategy

Macro-thematic investment and trading strategies applicable to all client segments, across major asset classes including FX, fixed income and commodities.

Thematic

Deep-dive analysis, including the economic and market impact of globally significant themes such as productivity, external vulnerability and trade.

Geopolitics

Analysis of global geopolitical risks and their economic implications; identification of systemic risks such as populism, key elections, climate change and cyber wars.

Flows strategy

Detailed analysis of flows and positioning in EM Rates, Credit and FX to identify relevant trends and anomalies and highlight market flow opportunities.

FX

Award-winning, client-centric FX research and strategy, supported by FX fundamental, flow, quantitative and technical analysis. The team delivers both thematic FX research and high-conviction actionable ideas.

Rates

Local insights, quantitative analysis and actionable strategies across rates, derivatives and government bond markets for both emerging and developed markets.

Credit

In-depth, bottom-up fundamental research combined with thematic and differentiated top-down credit strategy; the team covers sovereign and quasi-sovereign credits across Asia, Africa, Middle East, Latam and Emerging Europe.

Commodities

On-the-ground analysis across our footprint, combined with fundamental and quantitative global insights on commodities markets, including market opportunities for clients.

Digital Assets Research

Best-in-class institutional-grade research on digital assets. This includes research on major liquid coins and tokens, as well as broader thematic drivers of the digital assets ecosystem.

Disclaimer

This podcast is provided for informational purposes only. It does 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 atResearchClientServices@sc.com for any questions.