The Macro Brief by HSBC Global Research

Max Kettner, Chief Multi-Asset Strategist, looks at what could be in store for risk assets next year and considers some of the push back he has been getting from investors. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/LjLDpc2 Hosted on Acast. See acast.com/privacy for more information.

Alastair Pinder, Head EM and Global Equity Strategist, looks at how we can identify which macro and geopolitical risks are priced into stocks. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/dDzsTqp Hosted on Acast. See acast.com/privacy for more information.

Samantha Hoh, Senior Clean Tech Analyst, looks at how the US is driving ahead in its aim to develop a clean hydrogen economy. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/Hxtqnpb Hosted on Acast. See acast.com/privacy for more information.

Liz Martins considers how the latest macro data could affect the UK’s next rate decision, and Daragh Maher looks at whether the dollar can continue to strengthen. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/trpqhfp Hosted on Acast. See acast.com/privacy for more information.

Simon Wells assesses the efforts of European and UK policymakers to bring inflation under control. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/kzdSDbW Hosted on Acast. See acast.com/privacy for more information.

In this edition, Janet Henry chats with Pranjul Bhandari about the outlook for growth in India, the world's most populous economy, and Indonesia, which is set to have the fourth-largest consumer population by 2030. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/97zmtKl Hosted on Acast. See acast.com/p...

Murat Ulgen looks at whether there are any signs of respite for emerging market assets with challenges continuing to mount up. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/nrbS76R Hosted on Acast. See acast.com/privacy for more information.

Janet Henry, Global Chief Economist, examines the economic outlook with major central banks set to keep interest rates high for a prolonged period. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/jTkM9Tg Hosted on Acast. See acast.com/privacy for more information.

We look at what’s behind the recent oil market rally with Kim Fustier, Head of European Oil and Gas Research, and ask where prices could go from here. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/FCvLxJM Hosted on Acast. See acast.com/privacy for more information.

Liz Martins assesses the daunting list of challenges facing the UK economy with sluggish growth, high inflation, elevated interest rates and a heavy debt burden. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/vGFLbSq Hosted on Acast. See acast.com/privacy for more information.

Paul Mackel outlines our latest thinking on the currency markets and examines whether the US dollar’s comeback can continue. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/j9MKKXn Hosted on Acast. See acast.com/privacy for more information.

James Pomeroy, Global Economist, assesses the potential impact of remote working and technological change on the labour market. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/MCJ6cMd Hosted on Acast. See acast.com/privacy for more information.

Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/9cHVhLJ Hosted on Acast. See acast.com/privacy for more information.

Liz Martins, Ana Madeira and Joseph Incalcaterra assess the diverging policy paths in the UK and Brazil - with one central bank hiking and the other cutting interest rates. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/gQpVrT2 Hosted on Acast. See acast.com/privacy for more information.

Ryan Wang and Fabio Balboni examine how close we are to the end of the monetary tightening cycles in the US and Europe. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/wLdqDBw Hosted on Acast. See acast.com/privacy for more information.

Murat Ulgen looks at what we can expect from emerging markets in the second half of the year amid lingering concerns over the global economic backdrop. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/tG7wvCl Hosted on Acast. See acast.com/privacy for more information.

James Pomeroy explains why there has been a remarkable turnaround in supply chains, Charles Swabey examines just how reliant the global economy is on fossil fuels and Wai-Shin Chan assesses the growing anti-ESG sentiment in the US. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/fCGJ7Wh Hosted on Acast...

The HSBC Global Research team reviews how the dollar's performance may affect the course of EM currencies in the second half of 2023, and highlights where in the world inflation may not be the primary focus of policy makers.  For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/KckWhv9 Hosted on Acast....

Janet Henry , HSBC’s Global Chief Economist, assesses whether tightening cycles are nearly complete, the prospects for growth, and some of the upside and downside risks that might lie ahead for the world economy. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/TSv6cqW Hosted on Acast. See acast.com/pri...

Chris Hare , Senior European Economist, and Jorge Morgenstern , Senior LatAm Economist, look at how the latest inflation figures present contrasting outlooks for central banks in the UK, Europe and Latin America. Erin Xin , Greater China Economist, considers the outlook for China's growth. Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/zDkcPs9 Hosted on Acast. See acast.com/privac...

Murat Ulgen assesses the findings from our latest survey of EM investors, Davey Jose explains why the commercial and consumer drone market is poised for huge growth and we update on central bank moves. Disclosures and Disclaimer: https://www.research.hsbc.com/R/51/WfnD2ML Hosted on Acast. See acast.com/privacy for more information.

Jing Liu looks at how policymakers can boost confidence in China's recovery, Ryan Wang explains why the US rate hiking cycle is not yet over and Dominic Bunning outlines a framework for thinking about the dollar. Disclosure & Disclaimer: https://www.research.hsbc.com/R/51/xjClbgq Hosted on Acast. See acast.com/privacy for more information.

Paul Mackel examines the prospects for emerging market currencies, Stefan Schilbe looks at what’s behind Germany’s underperformance and Liz Martins explains why the latest European economic data are providing some welcome relief. Disclaimer: https://www.research.hsbc.com/R/51/9ZqtgD7 Hosted on Acast. See acast.com/privacy for more information.

Simon Wells explains why we see even more ECB and UK rate rises this year, Ryan Wang looks at whether the US is any closer to reaching an agreement on its debt limit and Jing Liu examines whether China’s economic recovery could gather momentum. Disclaimer: https://www.research.hsbc.com/R/51/CmZpGbL Hosted on Acast. See acast.com/privacy for more information.