The Macro Brief by HSBC Global Research
HSBC Global Research
A weekly updates on key macro issues influencing developed and emerging markets around the world. Our economists, strategists and analysts share their insights, views and ideas to help guide your outlook. Subscribe now.For more from HSBC Global Research, email us at AskResearch@hsbc.comStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
Nov 24, 2023 • 10min
The UK's spending spree
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.
Nov 17, 2023 • 12min
A glimpse into 2024
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.
Nov 10, 2023 • 10min
Risks and equity markets
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.
Nov 3, 2023 • 11min
The hype around hydrogen
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.
Oct 27, 2023 • 15min
The UK’s holding pattern and the USD’s false summit
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.
Oct 20, 2023 • 10min
Europe's inflation fight
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.
Oct 13, 2023 • 13min
Forces for growth in India and Indonesia
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.
Oct 6, 2023 • 10min
EM’s rough ride
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.
Sep 29, 2023 • 13min
What next for the global economy?
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.
Sep 22, 2023 • 11min
Oil's surge
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.
