Q2 Global Research Economic Outlook - Forecasting economic growth, inflation and the impact on emerging markets
Standard Chartered: Market UpdatesShow Notes
Prospects for global growth are improving but the unevenness of the vaccine rollout is creating divergences across different economies and sectors. In addition, rising fiscal debt and the possibility of inflation are looming in developed and emerging markets. If inflation becomes an embedded risk for a greater than expected rise in rates/yields, what will the consequences be on emerging markets in the near term and longer term? Hear insights from our global research economists, Sarah Hewin and Edward Lee.
More from Standard Chartered: Market Updates
Global markets have been resilient despite higher bond yields and ongoing geopolitical and macro uncertainty. Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, explore the factors that could test that resilience in both DM and EM for the rest of the year – ranging from elections to rising bond yields, El Niño, fiscal pressures and the US dollar. This podcast was recorded on 12 October.
Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine how the latest developments in Fed, US Treasury and tariff policy are impacting global inflation, growth and asset prices – and where opportunities may emerge as the policy landscape evolves.
Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist; Razia Khan, Head of Research, Africa and Middle East; and Edward Lee, Chief Economist and Head of FX, ASEAN & South Asia, unpack the forces set to shape the second half – from inflation and the US dollar to geopolitics, the AI push and energy markets – and their impact on key economies. They also explore where risks may be building and what that could mean for financial markets in the months ahead. This podcast was recorded on 15 July. 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 [email protected] for any questions.
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 and the outlook for AI investment, the US dollar and global debt issuance. This podcast was recorded on 23 June. 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 [email protected] for any questions.
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 [email protected] for any questions.