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.
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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.
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In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed’s next move, the impact of the government shutdown and fears of an AI bubble.
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Email us at AskResearch@hsbc.com for any questions.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/xfXR9xh
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Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CXgtlpn
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Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/B6KLVmt
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Fresh from HSBC's inaugural Brazil Forum, Head of LatAm Macro Strategy Joseph Incalcaterra joins Aline van Duyn to discuss the macro landscape across Latin America's key economies.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/NBdxbGK
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Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nFbhDKS
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Janet Henry, Global Chief Economist, looks at how the world economy is muddling through despite substantial challenges, while Ali Cakiroglu, Emerging Markets Strategist, explains why investors are becoming more bullish on EM assets.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/smqScSg
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Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rQFq99n
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Ahead of the Federal Reserve’s September meeting, US economist Ryan Wang assesses the potential pace of interest rate cuts and the implications of the growing US deficit.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CwxmMFV
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From sticky inflation to precarious public finances, Liz Martins, Senior UK Economist, assesses the UK’s financial troubles as the country looks ahead to an Autumn Budget.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kMkgkSP
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Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way companies operate.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PJdHSbT
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James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zDWvnwS
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Chris Hare, Senior European Economist, and Paul Mackel, Global Head of FX Research, talk through the potential implications of the US-EU trade deal.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wxSxzmw
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With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/H9vWhSr
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Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide any clues about state of the economy.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/6dKvcRB
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Ryan Wang, US Economist, talks through the latest in the US – including “phase two” of tariffs, tax cuts and deficits, and the path of rate cuts.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/DlDVjKM
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With global markets seemingly unruffled by recent shocks, Janet Henry and Simon Wells look at the key risks that could surprise policymakers and investors over the next few months.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/NJkrHwb
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Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JHXvCjK
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nwbqSGc
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Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hktsWLP
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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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2scKXzM
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