Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, unpack what the recent Middle East de-escalation could mean for financial markets, the global economy, supply chains, commodities, and central bank policy. They also discuss the impact of a potential ‘super El Niño’ on EM economies an ... Show More
May 25
Macro Freestyle – Can emerging markets weather the oil shock?
Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine how EM economies are positioned to withstand the current oil shock. They look at relative economic resilience and policy responses, as well as the ... Show More
20m 24s
Apr 23
Macro Freestyle – The changing global outlook
Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine the gap between market expectations and macro realities for global growth and inflation. They also discuss the outlook for China’s economy, the Re ... Show More
23m 27s
Mar 2026
Macro Freestyle – Oil shock- Should we worry about inflation or growth?
Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research discuss whether the oil shock arising from the Middle East conflict is more likely to fuel inflation or growth concerns. They also look at how the Strait o ... Show More
20m 11s
Aug 2024
Recession or slowdown? Navigating uncertainty
<p class="p1">Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, ... Show More
11m 40s
Jun 2025
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
25m 49s
Dec 2024
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
<p class="p1">MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will sha ... Show More
1h 11m