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Global research
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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.

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.

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.

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.

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.

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.

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
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.