The Macro Brief by HSBC Global Research

With gold prices recently hitting new highs, James Steel, Chief Precious Metals Analyst, looks at the unusual reasons behind the rally and whether it will last.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/sVlxMLt Hosted on Acast. See acast.com/privacy for more information.

Mark McDonald, Head of Data Science and Analytics at HSBC, outlines the findings from HSBC's inaugural Funding the Future Survey, which provides insights into investors’ views on venture capital, private equity, and high-growth sectors.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/fQ67McT Hosted on Acast. See acast.com/privacy for more information.

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.

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.

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.

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.

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.

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.

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.

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.