The Macro Brief by HSBC Global Research cover image

The Macro Brief by HSBC Global Research

Latest episodes

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Sep 15, 2023 • 12min

The UK's tough choices

The challenges facing the UK economy include slow growth, high inflation, elevated interest rates, and debt burden. Factors such as strikes and poor weather have contributed to the lack of growth in recent UK GDP numbers. Analyzing and forecasting the UK economy amidst pandemic-related uncertainties is challenging, with potential downside risks. The effects of interest rates on the housing market and economy are discussed, as well as the upcoming UK election and tough choices for the government and the Labour party. The impact of the US economy and Eurozone weakness on the UK, along with GDP forecast and investment opportunities, are also highlighted.
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Sep 8, 2023 • 13min

Return of the King dollar

Paul Mackel outlines our latest thinking on the currency markets and examines whether the US dollar’s comeback can continue.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/j9MKKXn Hosted on Acast. See acast.com/privacy for more information.
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Sep 1, 2023 • 20min

The future of work

James Pomeroy, Global Economist, assesses the potential impact of remote working and technological change on the labour market.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/MCJ6cMd Hosted on Acast. See acast.com/privacy for more information.
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Aug 11, 2023 • 11min

Funding the future

Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/9cHVhLJ Hosted on Acast. See acast.com/privacy for more information.
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Aug 4, 2023 • 13min

A tale of two central banks

Liz Martins, Ana Madeira and Joseph Incalcaterra assess the diverging policy paths in the UK and Brazil - with one central bank hiking and the other cutting interest rates.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/gQpVrT2 Hosted on Acast. See acast.com/privacy for more information.
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Jul 28, 2023 • 14min

At the peak?

Ryan Wang and Fabio Balboni examine how close we are to the end of the monetary tightening cycles in the US and Europe.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/wLdqDBw Hosted on Acast. See acast.com/privacy for more information.
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Jul 21, 2023 • 13min

What next for emerging markets?

Murat Ulgen looks at what we can expect from emerging markets in the second half of the year amid lingering concerns over the global economic backdrop.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/tG7wvCl Hosted on Acast. See acast.com/privacy for more information.
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Jul 17, 2023 • 15min

Supply chains, energy outlook, ESG sentiment

James Pomeroy explains why there has been a remarkable turnaround in supply chains, Charles Swabey examines just how reliant the global economy is on fossil fuels and Wai-Shin Chan assesses the growing anti-ESG sentiment in the US.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/fCGJ7Wh Hosted on Acast. See acast.com/privacy for more information.
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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.
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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.

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