Rephonic
Artwork for Market Updates
Emerging Markets
Tariffs
Trade Wars
Inflation
Global Economy
China
Global Trade
Oil Prices
U.S. Economy
Fiscal Stimulus
Fiscal Policy
Dollar
Stagflation
Geopolitical Tensions
Central Banks
Africa Continental Free Trade Agreement
Monetary Policy
US Presidential Election
Eurozone
Standard Chartered

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

PublishesMonthlyEpisodes35Founded5 years ago
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Artwork for Market Updates

Latest Episodes

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 Chi... more

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 outl... more

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... more

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... more

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Hosts

Eric Robertsen
Global Head of Research and Chief Strategist
Madhur Jha
Global Economist and Head of Thematic Research
Anisha Tank
Host of the podcast

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Talking Points

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Is US dollar weakness inevitable?
Q: How likely is it that the US administration is now in favor of a weaker dollar?
The administration appears to favor a cyclically weaker dollar for financial benefits while maintaining its status as the global reserve currency.
Is US dollar weakness inevitable?
Q: What do you think it would take for the Fed to cut rates more aggressively?
A weaker labor report could solidify the case for a more significant rate cut.
Macro Freestyle: Is the consensus wrong on US exceptionalism?
Q: Where do you think policymakers in targeted countries will react to these tariffs?
Policymakers will respond with a mix of monetary and fiscal policies, but challenges arise depending on these countries' currencies, especially if the dollar remains strong.
Macro Freestyle: Is the consensus wrong on US exceptionalism?
Q: What do you think is driving this change in perception about US exceptionalism?
The strength of US asset markets, the resilience of the economy, and the dollar's performance are key drivers, though the expectation is that the full reversal of exceptionalism is overstated.

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Frequently Asked Questions About Market Updates

What is Market Updates about and what kind of topics does it cover?

Focused on converting complex financial market insights into practical applications, episodes often explore various aspects of global economics, including the dynamics of currency values, fiscal policies, and the impacts of geopolitical events on financial markets. Topics such as trade wars, interest rates, and inflation are frequently discussed, with expert analysis that aims to inform listeners about potential market movements and investment strategies. Listeners can expect in-depth commentary that helps navigate the uncertainties of market volatility and helps identify opportunities across developed and emerging markets.

What sets this series apart is not only the clarity of the discussions but also the unique experiences shared by the ... more

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Which podcasts are similar to Market Updates?

These podcasts share a similar audience with Market Updates:

1. At Any Rate
2. Making Sense
3. Odd Lots
4. Exchanges
5. The Markets

How many episodes of Market Updates are there?

Market Updates launched 5 years ago and published 35 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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