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Hosted by HSBC Global Research · 🇺🇸 US · EN · 150 episodes
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A weekly update 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 AskResearch@hsbc.com 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-research . Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://a
HSBC Global Research hosts The Macro Brief by HSBC Global Research, a business show with 150 episodes published.
Alastair Pinder , Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials. For more content
Liz Martins , Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister. For more content from HSBC Global Investment Research, just search for #HSBCResearch on Lin
James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand. For more content from HSBC Global Investment Research, just search for #
Simon Wells , Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table. For more content from HSBC Global Investment Research
Janet Henry , Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu , Emerging Markets Strategist, assesses the implications for EM investors. For more content from
As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes. For more content from HSB
Following the European Central Bank’s first rate hike for nearly three years, Chris Hare , Senior European Economist, looks at whether there is more tightening to come. For more content from HSBC Global Investment Resear
With the US’s 10% global tariff set to expire this July, Shanella Rajanayagam , Trade Economist, looks at which US tariffs are currently in effect - and what could be coming down the line. For more content from HSBC Glob
From the rise of anti-obesity drugs to the impact of AI, Rajesh Kumar , Senior Global Life Sciences & Healthcare Analyst, looks at how the global healthcare industry is evolving at pace. For more content from HSBC Global
Janet Henry, Global Chief Economist, and Simon Wells , Chief European Economist, look at how central banks are set to react to growing upside risks to inflation and downside risks to growth. For more content from HSBC Gl
Alastair Pinder, Head EM and Global Equity Strategist, explores how artificial intelligence is driving stock markets to record highs - even amidst a global energy shock. For more content from HSBC Global Investment Resea
With the US and Iran reportedly edging towards a deal, Kim Fustier and Shanella Rajanayagam consider the implications of the conflict on oil prices and global trade. For more content from HSBC Global Investment Research,
In this US special, Ryan Wang , Dhiraj Narula and Saul Martinez look at what’s next for the Federal Reserve, the impact of recent supply shocks, and how consumers are showing resilience despite rising costs. For more con
Paul Bloxham examines how the Middle East conflict is constraining a wide range of commodities, and explains why Australia and New Zealand’s policymakers face a tricky time ahead. For more content from HSBC Global Invest
From the future of globalisation to growth opportunities and monetary policy, Murat Ulgen , Global Head of Macro Strategy, joins Piers Butler to discuss the key takeaways from this year’s event in Hong Kong. For more con
James Pomeroy looks at whether the latest data can give us any clues about how the Iran conflict is impacting the global economy, while Pranjul Bhandari assesses the implications for India. For more content from HSBC Glo
Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions. For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don'
Janet Henry , Global Chief Economist, looks at what the unprecedented energy shock means for the economic outlook. For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don
Murat Ulgen and Ali Cakiroglu look at whether geopolitical developments have dampened investor sentiment towards emerging market assets. For more content from HSBC Global Investment Research, just search for #HSBCResearc
Joseph Incalcaterra, Daniel Lavarda and Jose Carlos Sanchez from our LatAm team look at what’s behind the pick-up in investor interest in the region. For more content from HSBC Global Investment Research, just search for
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The Macro Brief by HSBC Global Research is hosted by HSBC Global Research. The show is categorised under business (investing) and has published 150 episodes.
The Macro Brief by HSBC Global Research has published 150 episodes.
The Macro Brief by HSBC Global Research regularly covers business, investing, management. It sits in the business category, with a investing focus.
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