The Macro Brief by HSBC Global Research
HSBC Global Research
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.comStay 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. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
Jul 7, 2023 • 19min
Where in the world is inflation not a problem?
The HSBC Global Research team reviews how the dollar's performance may affect the course of EM currencies in the second half of 2023, and highlights where in the world inflation may not be the primary focus of policy makers. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/KckWhv9 Hosted on Acast. See acast.com/privacy for more information.
Jun 30, 2023 • 13min
The global economic outlook
Janet Henry, HSBC’s Global Chief Economist, assesses whether tightening cycles are nearly complete, the prospects for growth, and some of the upside and downside risks that might lie ahead for the world economy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/TSv6cqW Hosted on Acast. See acast.com/privacy for more information.
Jun 23, 2023 • 14min
Inflation headaches and China challenges
Chris Hare, Senior European Economist, and Jorge Morgenstern, Senior LatAm Economist, look at how the latest inflation figures present contrasting outlooks for central banks in the UK, Europe and Latin America. Erin Xin, Greater China Economist, considers the outlook for China's growth.Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/zDkcPs9 Hosted on Acast. See acast.com/privacy for more information.
Jun 16, 2023 • 13min
EM investor attitudes, the rise of the drones, central bank update
Murat Ulgen assesses the findings from our latest survey of EM investors, Davey Jose explains why the commercial and consumer drone market is poised for huge growth and we update on central bank moves.Disclosures and Disclaimer: https://www.research.hsbc.com/R/51/WfnD2ML Hosted on Acast. See acast.com/privacy for more information.
Jun 15, 2023 • 15min
China’s recovery, the Fed's outlook, dollar drivers
Jing Liu looks at how policymakers can boost confidence in China's recovery, Ryan Wang explains why the US rate hiking cycle is not yet over and Dominic Bunning outlines a framework for thinking about the dollar.Disclosure & Disclaimer: https://www.research.hsbc.com/R/51/xjClbgq Hosted on Acast. See acast.com/privacy for more information.
Jun 2, 2023 • 14min
EM FX gets a dose of reality, Germany enters recession, Europe’s data surprises
Paul Mackel examines the prospects for emerging market currencies, Stefan Schilbe looks at what’s behind Germany’s underperformance and Liz Martins explains why the latest European economic data are providing some welcome relief.Disclaimer: https://www.research.hsbc.com/R/51/9ZqtgD7 Hosted on Acast. See acast.com/privacy for more information.
May 31, 2023 • 14min
European hikes, US debt limit, China’s recovery
Simon Wells explains why we see even more ECB and UK rate rises this year, Ryan Wang looks at whether the US is any closer to reaching an agreement on its debt limit and Jing Liu examines whether China’s economic recovery could gather momentum.Disclaimer: https://www.research.hsbc.com/R/51/CmZpGbL Hosted on Acast. See acast.com/privacy for more information.
