HSBC Global Viewpoint

In our latest podcast, Natalya Oram, Director, Global Sustainability Solutions, Markets & Securities Services, HSBC, discusses ESG in fixed income and collateralised loan obligations (CLOs), with Florian Viros and Imane Kabbaj of European investment manager, Carmignac.  Listen to their perspectives on ESG’s influence on credit quality and credit risk as well as its role in the growing mar...

Daragh Maher, Senior FX Strategist, explains what continued trade policy uncertainty means for the world’s major currencies. Disclaimer: https://www.research.hsbc.com/R/101/qnvSGdH . 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.com/insights/global-res...

Herald van der Linde catches up with Chief China Economist Jing Liu ahead of Beijing's top-level policy congress, including what we can glean from Xi Jinping's recent meeting with business and technology leaders. Disclaimer: https://www.research.hsbc.com/R/101/JbvRjXF . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.co...

Manish Kohli, Head of Global Payments Solutions of HSBC and Amit Mallick, Digital Payments Lead, Europe of Accenture, explore how AI is revolutionising treasury, and in particular, commercial payments. Our guests discuss AI’s disruptive impact on commercial payments, from fraud prevention and FX optimisation to strategic decision-making. They share practical insights on accelerating adoption and e...

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. Disclaimer: https://www.research.hsbc.com/R/101/Qc9M7cN . 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...

Fred Neumann welcomes his fellow Co-Head of Asia Research, Eliot Camplisson, to the podcast for a look at what’s made investors U-turn on Chinese equities in recent months. Disclaimer: https://www.research.hsbc.com/R/101/kMpRwHb . 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 he...

Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation. Disclaimer: https://www.research.hsbc.com/R/101/FnMzNLz . 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.com/insigh...

Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumption a shot in the arm. Disclaimer: https://www.research.hsbc.com/R/101/JPCnLsh . 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...

Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out. Disclaimer: https://www.research.hsbc.com/R/101/77FDmsf . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hash...

In our latest podcast, Patrick Kondarjian, Global Head of Sustainability, Markets & Securities Services, HSBC, discusses energy transition with Hans Kobler, Founder & Managing Partner of global investment firm, Energy Impact Partners.  Listen to their discussion on the move away from an ideological transition to a more pragmatic energy ‘addition’. This includes the climate technologie...

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. Disclaimer: https://www.research.hsbc.com/R/101/W6vDbqw . 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 h...

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. Disclaimer: https://www.research.hsbc.com/R/101/tXxGzML . 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: h...

With President Trump back in the White House, Janet Henry, Shanella Rajanayagam and Jing Liu assess what the US’s trade agenda could mean for China and the rest of the world. Disclaimer: https://www.research.hsbc.com/R/101/ZbnTkJG . 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...

Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Joy Wang, Pranjul Bhandari and Joey Chew. Disclaimer: https://www.research.hsbc.com/R/101/PwmPbx9 . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresea...

Kim Fustier, Head of European Oil and Gas Research, assesses the competing supply and demand factors impacting the oil markets and what they could mean for prices this year. Disclaimer: https://www.research.hsbc.com/R/101/9Frp9Jj . 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 h...

Herald van der Linde and Fred Neumann put Asian markets and economics in context through the quirky lens of Herald's quarterly surprising statistics, from female pilots in India to China's rapidly rising coffee of choice. Disclaimer: https://www.research.hsbc.com/R/101/dLtmvsd . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.li...

Mark McDonald, Head of Data Science and Analytics, examines the latest applications for AI - from analysing speeches to hosting podcasts. Disclaimer: https://www.research.hsbc.com/R/101/jsBFmVn . 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.com/insigh...

Fred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025. Disclaimer: https://www.research.hsbc.com/R/101/Hql6Cl7 . 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.com/insights/g...

Janet Henry, Chief Global Economist, weighs up the impact of widely anticipated fiscal policy shifts on growth and inflation, and the challenges for the world's central bankers. Disclaimer: https://www.research.hsbc.com/R/101/hNcXcdr . 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 cli...

Murat Ulgen, Global Head of Emerging Markets Research, talks with Piers Butler about the concerns of emerging market investors as they head into 2025. Disclaimer: https://www.research.hsbc.com/R/101/XfqHMGp . 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.hs...

Fred Neumann is joined by Asia Economist Jun Takazawa to discuss what makes Japan's economy unique, from counter-cyclical interest rates to demographics and a changing psychology on inflation. Disclaimer: https://www.research.hsbc.com/R/101/xVvCMdD . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcr...

With cyber attacks becoming more frequent and sophisticated, Stephen Bersey, Head of US Technology Research, assesses the fast-growing cybersecurity sector – and offers some tips to stay safe online. Disclaimer: https://www.research.hsbc.com/R/101/qmbTrnb . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashta...

With moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham, if there's more to the story that just US policy. Disclaimer: https://www.research.hsbc.com/R/101/tQGNtVQ . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresea...

Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 currencies. Disclaimer: https://www.research.hsbc.com/R/101/RGNmNKK . 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...

Fred Neumann is joined by Head of Asian FX Research Joey Chew to discuss the impact of the strong USD on Asian currencies and how trade, politics and market forces are shaping FX markets. Disclaimer: https://www.research.hsbc.com/R/101/n9Zlmmm . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresear...