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May 2025
19m 58s

Macro Freestyle: Trade wars, currencies ...

Standard Chartered Corporate & Investment banking
About this episode
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. This podcast is provided for informational purp ... Show More
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Feb 27
Macro Freestyle – Risks to market resilience
Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine risks to financial-market resilience from the recent IEEPA tariff ruling and a possible escalation of Middle East tensions. They also discuss whet ... Show More
22m 46s
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
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