logo
episode-header-image
Jul 28
24m 3s

Macro Freestyle: Focusing on the fiscal

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 discuss fiscal sustainability in the US and China in H2-2025, and the implications for rates, FX, bonds, and financial markets. They also examine how these risks will impact growth in DM and EM economies, especially those with limited fiscal space.  

 

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.

Up next
Jul 18
Global Outlook H2-2025 – The aftershock
In our latest Global Research podcast, Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Razia Khan, Head of Research Africa and the Middle East, discuss the global outlook for H2-2025, and identify bright spots in EM and EM assets, amid elevat ... Show More
24m 24s
Jul 2
Macro Freestyle: What to watch as we enter H2
Standard Chartered’s 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, ... Show More
22m 3s
May 28
Macro Freestyle: 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 ... Show More
19m 58s
Recommended Episodes
Apr 2025
US economy shrinks, Oil price slides, Aussie CPI above forecasts
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
16m 41s
Nov 2023
UK/US inflation fall more than expected
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
14m 41s
Dec 2024
US jobs growth rebounds, Oil price slides, Week ahead preview
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
10m 54s
Oct 2023
US wholesale prices climb higher than expected
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
14m 44s
Feb 2025
The impact of EMIR 3.0 on Euro swaps trading
In this episode, host Meridy Cleary from the FICC Market Structure team and senior rates trader Roxane Blanc delve into one of the most pressing market structure themes: EMIR 3.0. They explore the implications of the new EU clearing rules on euro derivatives, liquidity and tradin ... Show More
12m 2s
Dec 2024
Services PMI slips, Aussie dollar down, Bank of England Chief dovish
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
11m 19s
May 3
US jobs number exceeds forecasts, Wall Street stocks up, Week ahead preview
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
12m 25s
Oct 2024
Oil slides on China economy doldrums, Week ahead preview
Join OANDA Senior Market Analysts as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide ... Show More
7m 33s
Feb 2025
Dollar falls on soft consumer confidence, Oil slide continues, Bitcoin down again
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
15m 40s