Macro Freestyle: Is the consensus wrong on US exceptionalism?

Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, assess what is driving changing market perception on US exceptionalism. They also examine if it reflects improving sentiment towards the rest of the world, and what that means for tariffs, global trade, fiscal and monetary policy,  the US dollar and EM FX. 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.