Under the Banyan Tree by HSBC Global Research

Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/101/77FDmsf Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Joy Wang, Pranjul Bhandari and Joey Chew.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/PwmPbx9 Hosted on Acast. See acast.com/privacy for more information.

Herald van der Linde and Fred Neumann put Asian markets and economics in context through the quirky lens of Herald's quarterly surprising statistics, from female pilots in India to China's rapidly rising coffee of choice.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/dLtmvsd Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/Hql6Cl7 Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann is joined by Asia Economist Jun Takazawa to discuss what makes Japan's economy unique, from counter-cyclical interest rates to demographics and a changing psychology on inflation.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/xVvCMdD Hosted on Acast. See acast.com/privacy for more information.

With moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham, if there's more to the story that just US policy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/tQGNtVQ Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann is joined by Head of Asian FX Research Joey Chew to discuss the impact of the strong USD on Asian currencies and how trade, politics and market forces are shaping FX markets.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/20/fC9RbLM Hosted on Acast. See acast.com/privacy for more information.

Herald van der Linde and Fred Neumann are joined by Chief India Economist Pranjul Bhandari to discuss her latest deep dive into the state of growth across the Indian economy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/FvjHlKS Hosted on Acast. See acast.com/privacy for more information.

Herald van der Linde is joined by Jing Liu, Helen Huang and Michelle Kwok to gauge the progress of the Chinese stimulus rollout, where the money's actually going and what may still be to come.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/xbhs9hQ Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann and Herald van der Linde return to the stage alongside Global Research colleagues Steven Sun, Michelle Kwok and Frank Lee for a special podcast recorded in front of a live audience at HSBC's Hong Kong headquarters.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" 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/MR9Ct9C Hosted on Acast. See acast.com/privacy for more information.