Liz Martins, Senior UK Economist, dissects the UK’s Autumn Statement made by Chancellor Jeremy Hunt and considers whether the giveaways offered are affordable.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchEmail us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/xBV9tHq Hosted on Acast. See acast.com/privacy for more information.

Max Kettner, Chief Multi-Asset Strategist, looks at what could be in store for risk assets next year and considers some of the push back he has been getting from investors.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/LjLDpc2 Hosted on Acast. See acast.com/privacy for more information.

In this podcast, Alastair Pinder discusses the top risks that investors should be concerned about, including geopolitical risks, sticky inflation, China slowdown, and housing market instability. The episode emphasizes the need to assess the level of concern by determining the risks already factored into valuations and equity prices. They also discuss the significance of comprehending market pricing of risks, quantitative analysis of risks in equity markets, and the current state of the global economy and geopolitics.

Samantha Hoh, Senior Clean Tech Analyst, looks at how the US is driving ahead in its aim to develop a clean hydrogen economy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/Hxtqnpb Hosted on Acast. See acast.com/privacy for more information.

Liz Martins considers how the latest macro data could affect the UK’s next rate decision, and Daragh Maher looks at whether the dollar can continue to strengthen.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/trpqhfp Hosted on Acast. See acast.com/privacy for more information.

Simon Wells assesses the efforts of European and UK policymakers to bring inflation under control.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/kzdSDbW Hosted on Acast. See acast.com/privacy for more information.

Janet Henry chats with Pranjul Bhandari about growth prospects in India and Indonesia, focusing on demographic factors, modern services' spillover effect on manufacturing, job market strength, urban growth, and the impact of oil prices. The speakers also discuss India's external finances and the potential for higher growth in the next decade. Additionally, they explore promising sectors, such as Indonesia's move towards processing metals, and the potential growth in the EV ecosystem in both countries.

The podcast discusses the challenges faced by emerging markets, including higher bond yields and a stronger dollar. It also analyzes the impact of investor sentiment, inflation concerns, and the changing dynamics in emerging market investing. The chapter concludes with exploring the upside risks in the Chinese economy and highlighting preferred emerging markets.

Janet Henry, Global Chief Economist, examines the economic outlook with major central banks set to keep interest rates high for a prolonged period.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/jTkM9Tg Hosted on Acast. See acast.com/privacy for more information.

The recent surge in oil prices is discussed, including the extension of voluntary cuts by Saudi Arabia and coordinated cuts by Russia. The chapter also explores Chinese oil demand, the growth of petrochemicals, and the impact of a strike on LNG shipments. Updates on central bank meetings in the US and UK are also provided.