Market Updates
Turning market insights into actionable outcomes. Get Standard Chartered‘s views on what to watch out for in today‘s Financial Markets.
Episodes
Thursday Feb 01, 2024
Global Outlook 2024 Podcast – A soft landing, with risks
Thursday Feb 01, 2024
Thursday Feb 01, 2024
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, Head of Research, Africa and Middle East, share insights into why we see a soft landing, with risks, for the global economy this year.
Friday Jan 05, 2024
2024 Financial Market Surprises Podcast
Friday Jan 05, 2024
Friday Jan 05, 2024
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.
Wednesday Nov 08, 2023
The Sustainable Investor – Top ESG investing themes to watch amid volatile markets
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
Environmental, Social and Governance (ESG) investing is likely to dominate the investor agenda in the coming years. To meet long term climate change targets, sustainable investment requirements are expected to reach over $200 trillion between 2023 and 2050. Find out what are some of the big themes that will drive the investor agenda.
Monday Jul 31, 2023
Global H2-23 Outlook Podcast – Balancing on the summit
Monday Jul 31, 2023
Monday Jul 31, 2023
While the worst might be over for the US banking sector, the impact of tight monetary policy and stubborn inflation still poses challenges for the world’s largest economy. What’s in store for the US, and is it staring down a potential recession?
Growth hopes have shifted towards emerging markets, where India, ASEAN and the GCC are set to lead the way this year. What does this mean for the global growth story?
Eric Robertsen, Global Head of Research and Chief Strategist and Kaushik Rudra, Global Head of Fixed Income Research and Head of Asia Research share insights into the key challenges and opportunities in the second half of the year.
Monday Jun 26, 2023
Midlife crisis meets coming of age: US-China economic divergence explained
Monday Jun 26, 2023
Monday Jun 26, 2023
What can we expect from the world’s two largest economies for the next 12 months? Eric Robertsen, Global Head of Research and Chief Strategist compares where the US and China stand both in the current business cycle and more structurally.
Tuesday Apr 25, 2023
Global Q2-23 Outlook Podcast – What lies beneath
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
Beneath an overall story of declining growth, other independent narratives are emerging. China’s economy roars back to life after COVID-19, but are the benefits of that growth equal across all sectors and markets? Find out in this podcast.
Monday Feb 27, 2023
Is King Dollar at risk of being dethroned?
Monday Feb 27, 2023
Monday Feb 27, 2023
Recent market movements have sparked a flurry of theories about the world’s most widely used currency. Is the USD losing its reserve currency status? Are countries looking to circumvent the USD in their trading relationships? Find out in this podcast.
Tuesday Feb 07, 2023
Global 2023 Outlook Podcast – A year of two halves
Tuesday Feb 07, 2023
Tuesday Feb 07, 2023
Whilst economic growth is expected to slow in the first half of the year, the second half could see a recovery taking hold. Are emerging markets poised for a recovery this year? And if they are how should investors and businesses navigate them? Find out in this podcast.
Monday Jan 30, 2023
2023 Financial Market Surprises Podcast
Monday Jan 30, 2023
Monday Jan 30, 2023
As we look at the year ahead, what are the potential surprises – or black swan events – that may be under-priced by the markets? In this podcast, Eric Robertsen shares some possible scenarios that the financial markets may have missed.
Wednesday Aug 03, 2022
Global H2-22 Outlook – Near the tipping point
Wednesday Aug 03, 2022
Wednesday Aug 03, 2022
In the first half of the year, markets focused on upside risks to inflation. This is now shifting to include downside risks to growth and recession forecasts. How do investors and businesses navigate the almost conflicting narratives between inflation and recession? Find out in this podcast.