Global outlook H2-2026: A test of resilience

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.