The Macro Brief by HSBC Global Research

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: <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">#HSBCResearch</a>. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on <a href="http://grp.hsbc/UnderTheBanyanTree_Apple" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> or <a href="http://grp.hsbc/UnderTheBanyanTree_Spotify" rel="noopener noreferrer" target="_blank">Spotify</a> 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

Talking points from the HSBC Global Investment Summit

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: <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">#HSBCResearch</a>. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on <a href="http://grp.hsbc/UnderTheBanyanTree_Apple" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> or <a href="http://grp.hsbc/UnderTheBanyanTree_Spotify" rel="noopener noreferrer" target="_blank">Spotify</a> 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

How well do you understand AI?

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: <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">#HSBCResearch</a>. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on <a href="http://grp.hsbc/UnderTheBanyanTree_Apple" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> or <a href="http://grp.hsbc/UnderTheBanyanTree_Spotify" rel="noopener noreferrer" target="_blank">Spotify</a> 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

Shifting market narratives

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: <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">#HSBCResearch</a>. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on <a href="http://grp.hsbc/UnderTheBanyanTree_Apple" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> or <a href="http://grp.hsbc/UnderTheBanyanTree_Spotify" rel="noopener noreferrer" target="_blank">Spotify</a> 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

All about Asia

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: <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">#HSBCResearch</a>. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on <a href="http://grp.hsbc/UnderTheBanyanTree_Apple" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> or <a href="http://grp.hsbc/UnderTheBanyanTree_Spotify" rel="noopener noreferrer" target="_blank">Spotify</a> 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

Currency asymmetry

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: <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">#HSBCResearch</a>. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on <a href="http://grp.hsbc/UnderTheBanyanTree_Apple" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> or <a href="http://grp.hsbc/UnderTheBanyanTree_Spotify" rel="noopener noreferrer" target="_blank">Spotify</a> 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

Europe and tariffs

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: <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">#HSBCResearch</a>. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on <a href="http://grp.hsbc/UnderTheBanyanTree_Apple" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> or <a href="http://grp.hsbc/UnderTheBanyanTree_Spotify" rel="noopener noreferrer" target="_blank">Spotify</a> 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

The UK’s growth problem

Shanella Rajanayagam, Fred Neumann and Daragh Maher assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook. For more content from HSBC Global Research, follow us on LinkedIn: <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">#HSBCResearch</a>. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on <a href="http://grp.hsbc/UnderTheBanyanTree_Apple" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> or <a href="http://grp.hsbc/UnderTheBanyanTree_Spotify" rel="noopener noreferrer" target="_blank">Spotify</a> or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: <a href="https://www.research.hsbc.com/R/101/W6vDbqw" rel="noopener noreferrer" target="_blank">https://www.research.hsbc.com/R/101/W6vDbqw</a>

Tariff turbulence

Simon Wells, Chief European Economist, considers whether the region’s economy has turned a corner and assesses the diverging paths between the ECB and Federal Reserve. For more content from HSBC Global Research, follow us on LinkedIn: <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">#HSBCResearch</a>. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on <a href="http://grp.hsbc/UnderTheBanyanTree_Apple" rel="noopener noreferrer" target="_blank">Apple Podcasts</a> or <a href="http://grp.hsbc/UnderTheBanyanTree_Spotify" rel="noopener noreferrer" target="_blank">Spotify</a> 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/tXxGzML

Is Europe past ‘peak pessimism’?

A weekly updates on key macro issues influencing developed and emerging markets around the world. Our economists strategists and analysts share their insights, views and ideas to help guide your outlook. Subscribe now. For more from HSBC Global Research, email us at <a href="mailto:askresearch@hsbc.com" rel="noopener noreferrer" target="_blank">askresearch@hsbc.com</a> Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn <a href="https://www.linkedin.com/feed/hashtag/hsbcresearch/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/feed/hashtag/hsbcresearch/</a>&nbsp;or click here: <a href="https://www.gbm.hsbc.com/insights/global-research" rel="noopener noreferrer" target="_blank">https://www.gbm.hsbc.com/insights/global-research</a>.

The Macro Brief by HSBC Global Research

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