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The Macro Brief by HSBC Global Research

Latest episodes

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Apr 26, 2024 • 8min

The US election and trade

In this edition, Shanella Rajanayagam, Trade Economist, weighs up the risks around US trade tensions depending on who wins the presidential race.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/tHPzpm7 Hosted on Acast. See acast.com/privacy for more information.
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Apr 19, 2024 • 14min

Why AI, aircons and fridges are feeling the heat

In this edition, Amy Tyler and Sean McLoughlin talk about their research into the global cooling market and why the boom in artificial intelligence may complicate efforts to bring down CO2 emissions.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/gXDF9cF Hosted on Acast. See acast.com/privacy for more information.
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Apr 11, 2024 • 6min

Two big themes at the HSBC Global Investment Summit

China and Artificial intelligence were among the themes dominating this year’s inaugural event in Hong Kong. Jing Liu, Chief Economist for Greater China, and Mark McDonald, Head of Data Science and Analytics, discuss.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/gmDxPHs Hosted on Acast. See acast.com/privacy for more information.
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Apr 5, 2024 • 10min

Has Europe turned a corner?

Senior European Economist, Chris Hare, discusses Europe's economic prospects, including potential rate cuts, challenges of shifting savings rates, impact of elections on fiscal policies, obstacles to productivity growth, and the influence of AI on economic growth.
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Mar 28, 2024 • 15min

Ready for rate cuts?

Global Chief Economist at HSBC Global Research, Janet Henry, discusses the outlook for the world economy amidst central banks' rate cutting cycles. Topics include positive economic signs, global GDP forecasts, US productivity advantage from AI adoption, post-election fiscal speculations, and policy rate forecasts with a focus on rate cuts.
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Mar 22, 2024 • 10min

Shifting supply chains

Trade economist Shanella Rajanayagam discusses the reconfiguration of global supply chains, exploring topics like reshoring, China's evolving role in trade, and the impact of Gulf disruptions on container freight rates and global markets.
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Mar 15, 2024 • 17min

Can cities absorb a billion people?

Exploring the challenges of urbanization with a focus on infrastructure in mega cities, comparing China's success with India's struggles. Also, discussing the impact of Japanese Yen fluctuations and economic reports in Asia, along with insights on trade integration and ESG sentiments.
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Mar 8, 2024 • 11min

The UK’s narrow margins

Simon Wells, Chief European Economist, assesses the state of the UK’s public finances following this week’s highly anticipated budget.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/61/tzBdGWN Hosted on Acast. See acast.com/privacy for more information.
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Mar 1, 2024 • 15min

AI: risks, rewards and regulations

We look at whether artificial intelligence can outperform human analysis of big data, what it might bring to the field of weather forecasting, and what policymakers are doing to regulate this rapidly developing technology. We're joined by Mark McDonald, Head of Data Science and Analytics, Yaryna Kobel, Corporate Governance Analyst, and Amy Tyler, ESG Analyst.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/61/NPdRDRP Hosted on Acast. See acast.com/privacy for more information.
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Feb 23, 2024 • 11min

Countdown to the US elections

With November’s elections looming, we assess the state of play, key policy issues and implications for the Federal Reserve and the US dollar with Ryan Wang, US Economist, and Daragh Maher, Head of FX Strategy, US.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/61/GWGnfqJ Hosted on Acast. See acast.com/privacy for more information.

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