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The Macro Brief by HSBC Global Research

Latest episodes

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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.
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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.
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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.
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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.
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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.

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