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, ... Show More
Jan 29
Macro Freestyle – The risk of a carry trade unwind
Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, discuss the risk of a carry trade unwind and how investors can prepare for heightened market volatility against a backdrop of geopolitical instability, ri ... Show More
21m 44s
Jan 5
The financial-market surprises of 2026
Standard Chartered’s 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 outsiz ... Show More
20m 14s
Jan 5
Global Outlook 2026 – An uneasy calm
What are the new growth drivers shaping the outlook for 2026? Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist; Razia Khan, Head of Research, Africa and Middle East; and Divya Devesh, Co-head of FX Research, ASEAN and South Asia, address this ques ... Show More
23m 23s
Jan 2023
What’s ahead for economies and markets in 2023?
What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, Senior Advisor in the Global Markets Research Group, explain why they believe th ... Show More
31m 27s
Feb 2024
How geopolitical instability is affecting markets
As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and co-head of the Office of Applied Innovation at Goldman Sachs, and Sam Morgan, global head of fixed income currencies and commoditi ... Show More
9m 57s
Jan 2024
159: A Stock Picker's Guide To 2024
<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular, U.S. equity performance surprised investors, but with higher rates and in ... Show More
19m 24s
Mar 2022
Andrew Sheets: A Different Story for Global Markets
<p>While the U.S. continues to see high valuations, rising inflation, and slow policy tightening, the story is quite different for many markets outside the U.S.</p><p><br></p><p><em>Important note regarding economic sanctions. This research references country/ies which are genera ... Show More
2m 58s
Feb 2019
Adam Tooze on Davos, econ 101 and the unexpected importance of China in the global economy
Adam Tooze, economic historian and author of Crashed: How a Decade of Financial Crises Changed the World, joins the FT’s Brendan Greeley and Brown University’s Mark Blyth to discuss how our politics got us to where we are today, why our ideas about how the economy works may not b ... Show More
50m 13s
<p>As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's ... Show More
