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.
Nov 17
Macro Freestyle – 2025 in review: A liquidity-fuelled rally
<p style="font-weight: 400;">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 ... Show More
25m 20s
Oct 14
Macro Freestyle: Living with low volatility and high uncertainty
<p style="font-weight: 400;">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 ... Show More
19m 24s
Sep 11
Is US dollar weakness inevitable?
<p style="font-weight: 400;">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 ... Show More
21m 31s