HSBC Global Viewpoint

The Macro Viewpoint - European hikes, US debt limit, China's recovery

May 26, 2023
The podcast discusses the possibility of more rate hikes by the ECB and Bank of England. It examines inflation data in the Eurozone and UK and its impact on monetary policies. The conversation covers the US debt limit negotiations and potential consequences. It explores the risks and uncertainty associated with a US debt default. It also explores China's economic recovery and the role of stimulus in stimulating consumption.
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Episode notes
1
Introduction
00:00 • 2min
2
Inflation Data in Eurozone and UK, Implications for Monetary Policies
01:42 • 4min
3
Treasury's Cash Balance and Discretionary Spending Levels
05:16 • 2min
4
The Consequences of US Debt Default and Fed's Risk Assessment
07:15 • 2min
5
China's Economic Recovery and the Role of Stimulus
09:38 • 5min