The Macro Brief by HSBC Global Research

Daragh Maher , Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream. For more content from HSBC Global Investment 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.  ...

Kim Fustier , Head of European Oil & Gas Research, and Murat Ulgen , Global Head of Emerging Markets, discuss how the conflict between Iran and Israel has introduced yet more uncertainty into financial markets. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch . And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcas...

Janet Henry , Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data. For more content from HSBC Global Investment 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 AskResearc...

Paul Bloxham , our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices. 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...

Pranjul Bhandari , Chief India Economist, examines India’s interconnectedness with the global economy and considers whether the redrawing of supply chains could present new opportunities.   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 g...

Alastair Pinder , Head EM and Global Equity Strategist, considers whether America is losing global investor flows following recent market volatility.   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 A...

Paul Mackel , Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forward.   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...

German economists Stefan Schilbe and Anja Heimann consider whether a policy reboot – including a huge fiscal package – could help get Europe’s largest economy back on track.   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 podcas...

With the UK facing a long list of economics challenges, Liz Martins, Senior UK Economist, considers whether there is any light at the end of the tunnel. 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@...

James Steel, Chief Precious Metals Analyst, looks at what’s behind gold’s surge to record highs and considers where prices could go from here. 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 f...

Janet Henry , Global Chief Economist, and Simon Wells , Chief European Economist, assess how US tariffs and heightened uncertainty could affect growth, inflation, and monetary policy. 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 pod...

Janet Henry , Chief Global Economist, and Murat Ulgen , Global Head of Emerging Markets Research, examine the fallout from US tariffs and how policymakers could respond. 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 u...

Shanella Rajanayagam , Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy. 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 AskRese...

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...

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...

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 yo...

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.c...

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....

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 podcas...

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 an...

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: #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. Em...

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: #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...

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. 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. E...

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. 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. Em...

Mark McDonald , Head of Data Science and Analytics, examines the latest applications for AI - from analysing speeches to hosting podcasts. 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 a...