The Macro Brief by HSBC Global Research copertina

The Macro Brief by HSBC Global Research

The Macro Brief by HSBC Global Research

Di: HSBC Global Research
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A weekly update 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.


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Episodi
  • Bond yields vs AI

    Bond yields vs AI
    Oct 16 2026

    Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, look at the impact of high bond yields and AI investment on the US economy and global stock markets.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.


    Email us at AskResearch@hsbc.com for any questions.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https:www.research.hsbc.com/R/101/BXQKHrK

    Hosted on Acast. See acast.com/privacy for more information.
    Mostra di più Mostra meno
    17 min
  • Breaking the data

    Breaking the data
    Oct 7 2026

    From renewable tech to weight-loss drugs to AI-driven savings for consumers, James Pomeroy, Global Economist, outlines the long-term trends he’s watching and their impact on how we track the economy.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.


    Email us at AskResearch@hsbc.com for any questions.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/nM7BqJC

    Hosted on Acast. See acast.com/privacy for more information.
    Mostra di più Mostra meno
    16 min
  • EM bulls have cash to splash

    EM bulls have cash to splash
    Oct 1 2026

    Ali Cakiroglu, Emerging Markets Strategist, examines the outlook for EM assets as investors weigh geopolitical risks, tightening monetary policy and soaring bond yields.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.


    Email us at AskResearch@hsbc.com for any questions.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/WRWTDHH

    Hosted on Acast. See acast.com/privacy for more information.
    Mostra di più Mostra meno
    16 min
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