The Macro Brief by HSBC Global Research

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.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/101/2scKXzM Hosted on Acast. See acast.com/privacy for more information.

Pranjul Bhandari, Chief India Economist, examines India’s interconnectedness with the global economy and considers whether the redrawing of supply chains could present new opportunities. 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/bHlntgR Hosted on Acast. See acast.com/privacy for more information.

Alastair Pinder, Head EM and Global Equity Strategist, considers whether America is losing global investor flows following recent market volatility. 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/vGpnsSF Hosted on Acast. See acast.com/privacy for more information.

Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forward. 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/xhbSpmX Hosted on Acast. See acast.com/privacy for more information.

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.