The Macro Brief by HSBC Global Research The next game-changing technologies
Nov 7, 2025
James Pomeroy, Global Economist at HSBC, discusses transformative technologies that could reshape our economy. He dives into humanoid robots, highlighting their potential to revolutionize labor markets by taking over physical tasks. Pomeroy also explores the current state and future implications of autonomous driving, raising questions about productivity and adoption. Additionally, he spotlights quantum computing as a game-changer in healthcare and automation but warns of cybersecurity risks. Throughout, he emphasizes the need for policy responses to manage employment shifts and the associated risks.
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Hidden Exponentials Matter
- James Pomeroy argues we underappreciate slow trends that compound exponentially beneath market noise.
- Those trends can produce large real-economy effects sooner than most expect.
Robots Beyond The Factory
- Humanoid robots are becoming cheaper and more capable, expanding beyond factories into everyday tasks.
- This could replace many manual and dangerous jobs, reshaping labour demand significantly.
Driverless Cars: Promise And Paradox
- Current driver-assist features are widespread, but fully driverless cars are not yet common on public roads.
- Widespread autonomy could free commuting time but also worsen congestion unless managed.