The Macro Brief by HSBC Global Research

German economists Stefan Schilbe and Anja Heimann consider whether a policy reboot – including a huge fiscal package – could help get Europe’s largest economy back on track. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts. Email us at AskResearch@hsbc.com for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/9LXXCNH Hosted on Acast. See acast.com/privacy for more information.

With the UK facing a long list of economics challenges, Liz Martins, Senior UK Economist, considers whether there is any light at the end of the tunnel.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kcNzsGm Hosted on Acast. See acast.com/privacy for more information.

James Steel, Chief Precious Metals Analyst, looks at what’s behind gold’s surge to record highs and considers where prices could go from here.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zj6g9gz Hosted on Acast. See acast.com/privacy for more information.

Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, assess how US tariffs and heightened uncertainty could affect growth, inflation, and monetary policy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/KhW7wdP Hosted on Acast. See acast.com/privacy for more information.

Janet Henry, Chief Global Economist, and Murat Ulgen, Global Head of Emerging Markets Research, examine the fallout from US tariffs and how policymakers could respond.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rrnFsFj Hosted on Acast. See acast.com/privacy for more information.

Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/DqG7whw Hosted on Acast. See acast.com/privacy for more information.

From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Kvl7rCn Hosted on Acast. See acast.com/privacy for more information.

Mark McDonald, Head of Data Science and Analytics, picks apart some of the most common misconceptions about artificial intelligence that frequently come up in discussions with investors.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/mM7BHst Hosted on Acast. See acast.com/privacy for more information.

We look at what’s behind the recent moves in the stock and bond markets with Alastair Pinder, Head EM and Global Equity Strategist, and Steven Major, Global Head of Fixed Income Research.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/llShVWF Hosted on Acast. See acast.com/privacy for more information.

From tariffs to demographics to growth, we catch up with Fred Neumann, Chief Asia Economist, to discuss the issues facing the region’s economies.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hvXVMPn Hosted on Acast. See acast.com/privacy for more information.