Standard Chartered: Market Updates

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May 2026

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Turning market insights into actionable outcomes. Get Standard Chartered‘s views on what to watch out for in today‘s Financial Markets.

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42 recent

May 25, 2026Episode 4220 min

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 spillover to FX, credit spreads, bonds and trade flows. They also discuss global developments in the AI space. This podcast was recorded on 19 May. 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 at ResearchClientServices@sc.com for any questions.

April 23, 2026Episode 4123 min

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 Renminbi and the US dollar, along with broader global trends in trade, fiscal policy and commodities. This podcast was recorded on 21 April. 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 at ResearchClientServices@sc.com for any questions.

March 27, 2026Episode 4020 min

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 of Hormuz closure is affecting not just energy supplies but also other key sectors, and how the conflict is impacting various regions, economies and asset classes. This podcast was recorded on 24 March. 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 at ResearchClientServices@sc.com for any questions.

February 27, 2026Episode 3922 min

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 whether investors should be concerned about the fiscal outlook, a potential moderation in AI optimism, and volatility in markets such as JGBs and commodities. This podcast was recorded on 24 February. 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 at ResearchClientServices@sc.com for any questions.

January 29, 2026Episode 3821 min

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, risks to fiscal sustainability, and US-China inflation divergence. They also examine how a wider reversal of global positions could impact EM economic resilience. Find out which key developments to keep an eye on. This podcast was recorded on 27 January. 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 at ResearchClientServices@sc.com for any questions.

January 5, 2026Episode 3720 min

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 outsized impact on markets if they did occur. 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 at ResearchClientServices@sc.com for any questions.

January 5, 2026Episode 3623 min

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 question, as well as the risks posed by these new drivers and their potential impact on DM and EM asset markets. 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 at ResearchClientServices@sc.com for any questions.

November 17, 2025Episode 3525 min

Macro Freestyle – 2025 in review: A liquidity-fuelled rally

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine whether the liquidity-driven rally in financial markets can sustain its momentum into 2026, how global trade and China’s deflation risk are evolving, and how this might impact EM assets and cross-asset volatility. This podcast was recorded on 12 November. 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 at ResearchClientServices@sc.com for any questions.

October 14, 2025Episode 3419 min

Macro Freestyle: Living with low volatility and high uncertainty

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets’ muted response to the US government shutdown, which risks are being overlooked, and the fiscal outlook for G10 and EM economies in the event that global growth weakens. They also discuss the opportunities that could emerge from US dollar performance and AI developments. This podcast was recorded on 9 October 2025. 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 at ResearchClientServices@sc.com for any questions.

September 11, 2025Episode 3321 min

Is US dollar weakness inevitable?

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine the forces shaping the US dollar’s trajectory, including the Fed’s potential rate cuts, recent trade rulings and their effect on global trade dynamics, as well as shifting yield curves. They also explore how these developments could impact EM and DM economies and assets, and whether US dollar weakness is becoming a structural theme in financial markets. 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 at ResearchClientServices@sc.com for any questions.