HSBC Global Viewpoint

Max Kettner examines the latest moves following a volatile week for financial markets. Simon Wells and Dominic Bunning look at the ECB’s policy response and the implications for the currency markets. Disclaimer: https://www.research.hsbc.com/R/51/Lkd7Jds  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/has...

Herald van der Linde is joined by Jing Liu and Erin Xin from our China Economics team to discuss various takeaways from Beijing's annual policy forum, including top-level appointments, growth targets and tighter financial services regulation. Disclaimer: https://www.research.hsbc.com/R/51/vNdtBQV . Stay connected and access free to view reports and videos from HSBC Global Research follow us o...

Murat Ulgen looks at why investors are turning more bullish in our latest EM sentiment survey, James Pomeroy assesses the latest global economic data and Ryan Wang explains why further US rate hikes are now likely. Disclaimer: https://www.research.hsbc.com/R/51/lG9PGsd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com...

With a new central bank governor and questions over the future of Japan's ultra-low interest rates, Herald van der Linde speaks to James Lee, Chief Japan Economist, and Joey Chew, Senior Asia FX Strategist, about the country's macro outlook. Disclaimer: https://www.research.hsbc.com/R/51/LZkKJgP . Stay connected and access free to view reports and videos from HSBC Global Research follow us on...

Managing data is paramount for today’s insurers. Here we focus on how insurers can better manage their data by looking at how data can be used and stored more effectively.  Listen as Sam Ray, Director in the Insurance Sector Product team, Markets & Securities Services HSBC discusses this in detail with Paul Clark, Head of Digital, Data & Innovation - Europe & Americas. Hosted on A...

Erin Xin outlines what to expect from China's upcoming National People's Congress, Liz Martins explains why there is some good news for the UK economy and Daragh Maher looks at the drivers behind the dollar’s rally. Disclaimer: https://www.research.hsbc.com/R/51/LSwQBkH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.co...

Herald van der Linde and Fred Neumann break down the impacts of geopolitical risk on Asian economies and financial markets, from trade tensions to supply chains and capital flows. Disclaimer: https://www.research.hsbc.com/R/51/QPGJtHq . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/...

  In this edition, Mark McDonald investigates the rise of Generative AI and an Avatar joins him. Simon Wells looks at what the latest economic data says about recession risks in Europe. Ana Madeira addresses the rise of fiscal concerns in Brazil. Disclaimer: https://www.research.hsbc.com/R/51/WPpc7Nl Stay connected and access free to view reports and videos from HSBC Global Research follow us...

Fred Neumann and Herald van der Linde are back in the studio discussing why, two months into 2023, inflation and central bank action are still major themes across Asian markets and economies. Disclaimer: https://www.research.hsbc.com/R/51/pgsJnDJ . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hs...

In this podcast we explore the EU’s Digital Operational Resilience Act (DORA), which entered into force in January 2023 with application from January 2025.  Listen as Mhairi Sandeman, HSBC Securities Services’ Senior Product Manager for Global Trustee and Fiduciary Services, speaks with Claire Harrop, Senior Associate in the Financial Institutions Group at Freshfields, to help digest the fina...

In this edition, Jing Liu outlines why China's growth may be faster than expected. Linnet Cotterill explains the EU's big spotlight on the EV battery supply chain, and David Faulkner looks at the fiscal strains in South Africa. Disclaimer: https://www.research.hsbc.com/R/51/ssW7Qsh Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www...

Herald van der Linde is joined by Chief China Economist Jing Liu for an update on our latest China GDP forecasts, as Asia's largest economy gathers steam faster than expected. Disclaimer: https://www.research.hsbc.com/R/51/fWxhqsQ . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ &nbs...

In this edition, Janet Henry looks at the US economic slowdown, China and global trade. Dominic Bunning sees strength in the British currency, and Amy Tyler probes what the rocky start to the ski season tells us about climate change. Disclaimer: https://www.research.hsbc.com/R/51/6TZSVTv . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn htt...

Herald van der Linde sits down with Head of Asia FX Research Joey Chew and Equity Strategist Prerna Garg to discuss what's bringing money back to the region's stock and currency markets in 2023. Disclaimer: https://www.research.hsbc.com/R/51/J6zMFBd . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag...

Ryan Wang and Simon Wells assess the latest rate hikes by the Fed, ECB and the Bank of England and consider the future path of monetary policy. Disclaimer: https://www.research.hsbc.com/R/51/jrvkWWL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/  or click here: https://www.gbm.hsbc.c...

In this edition, James Rydge, Head of ESG Research, EMEA, explains one of the newest acronyms in the European Union's journey to a net zero economy, CBAM, and the long-term impact it may have on the region's biggest industrial carbon dioxide emitters. Disclaimer: https://www.research.hsbc.com/R/51/rMBMW6s Stay connected and access free to view reports and videos from HSBC Global Research follow us...

Fred and Herald discuss how expectations of lower US interest rates are supporting Asian equities. Paul Bloxham joins the conversation from Sydney to talk inflation challenges in Australia and New Zealand, as well as the global commodities outlook. Disclaimer: https://www.research.hsbc.com/R/51/TFTC7pF  Stay connected and access free to view reports and videos from HSBC Global Research follow...

James Pomeroy looks at how advances in AI could reshape the world of work, Fabio Balboni explains why ECB rate hikes may hurt growth more than expected and Jon Brandt considers how China’s reopening could boost metals prices. Disclaimer: https://www.research.hsbc.com/C/1/1/320/nHXXldS Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://...

In our new mini-series ‘Transition Pathways’, we’ll be having conversations about some of the most carbon intensive industries. We’ll explore how they’re moving forward on the path to net zero and examining some of the macro drivers, demands and innovation influencing their strategies. In our first episode, we discuss the survey findings from 300 global energy companies which reveal how they are m...

Mark McDonald delves into some unusually positive signals towards risk assets from our machine learning models and Kim Fustier assesses the outlook for the oil and gas markets. Disclaimer: https://www.research.hsbc.com/R/51/NJBKCdv Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/  or c...

Herald van der Linde is joined by Evan Li, Head of Asia Energy Transition Research, to discuss the opportunities and challenges of renewable energy in the region, where China is both the leading polluter and number one name in solar and wind. Disclaimer: https://www.research.hsbc.com/R/51/FjWqvLS Stay connected and access free to view reports and videos from HSBC Global Research follow us on Linke...

Janet Henry and Murat Ulgen discuss the impact of China’s reopening on the rest of the world, the outlook for inflation and central bank policy, and whether emerging market assets can recover some of the deep losses seen over the past two years. Disclaimer: https://www.research.hsbc.com/R/51/mwJssbL Stay connected and access free to view reports and videos from HSBC Global Research follow us on Li...

Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of China's grand reopening on economies and equity markets in Asia and beyond. Disclaimer: https://www.research.hsbc.com/R/51/76bBVxx Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/  or click here: https://www.gbm....

Jing Liu examines the macro issues facing China as key COVID-related restrictions are lifted. Simon Wells considers whether European policymakers may be overly optimistic on how quickly they can return inflation to their 2% target. Disclaimer: https://www.research.hsbc.com/R/51/zMDj6xp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https:/...

Fred Neumann and Herald van der Linde discuss the key issues shaping Asian economies and equity markets in 2023, including interest rates, inflation and China’s grand re-opening. Disclaimer: https://www.research.hsbc.com/R/51/czw7wxr Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/  or...