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.

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