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The Macro Brief by HSBC Global Research


Latest episode

  • Talking points from the HSBC Global Investment Summit

    13:29|
    From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Kvl7rCn

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  • How well do you understand AI?

    20:14|
    Mark McDonald, Head of Data Science and Analytics, picks apart some of the most common misconceptions about artificial intelligence that frequently come up in discussions with investors.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/mM7BHst
  • Shifting market narratives

    18:21|
    We look at what’s behind the recent moves in the stock and bond markets with Alastair Pinder, Head EM and Global Equity Strategist, and Steven Major, Global Head of Fixed Income Research.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/llShVWF
  • All about Asia

    13:30|
    From tariffs to demographics to growth, we catch up with Fred Neumann, Chief Asia Economist, to discuss the issues facing the region’s economies.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hvXVMPn
  • Currency asymmetry

    13:44|
    Daragh Maher, Senior FX Strategist, explains what continued trade policy uncertainty means for the world’s major currencies.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/qnvSGdH
  • Europe and tariffs

    09:00|
    Chris Hare looks at the possible impact of US tariffs on European growth and inflation, and assesses the challenges facing the German economy ahead this weekend’s crucial election.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Qc9M7cN
  • The UK’s growth problem

    09:30|
    Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FnMzNLz