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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 8
2025 in review: A liquidity-fuelled rally
In this episode of our Macro Freestyle podcast, we examine whether the liquidity-driven rally in financial markets can sustain its momentum into 2026, how global trade and China’s deflation risk are evolving, and how this might impact EM assets and cross-asset volatility.

Macro Freestyle podcast episode 7
Living with low volatility and high uncertainty
In this episode of our Macro Freestyle podcast, we examine financial markets’ muted response to the US government shutdown, which risks are being overlooked, and the fiscal outlook for G10 and EM economies in the event that global growth weakens.
*This podcast was recorded on 9 October 2025.

Macro Freestyle podcast episode 6
Is US dollar weakness inevitable?
In our latest Macro Freestyle podcast, Eric Robertsen, and Madhur Jha, examine the forces shaping the US dollar’s trajectory, including the Fed’s potential rate cuts, recent trade rulings and their effect on global trade dynamics, as well as shifting yield curves. They also explore the impact on EM and DM economies and assets.

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
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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.