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HSBC Global Research
Listen to our weekly updates on the 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 [email protected] Stay 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.
Europe's opportunities
With Europe’s economy having lagged the US’s for decades, Simon Wells, Chief European Economist, explains why there are reasons to be more optimistic over the longer term.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/jmPQNCJ Hosted on Acast. See acast.com/privacy for more information.
11:2215/11/2024
Global hot topics
Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Fred Neumann, Paul Mackel and Murat Ulgen discuss the key questions facing the global economy, China, currencies, and emerging markets.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/DFtwWRK Hosted on Acast. See acast.com/privacy for more information.
17:1101/11/2024
Climate conversations with UK corporates
James Rydge, Head of ESG Research in EMEA, gives an insight into his discussions with UK companies about how they are trying to achieve their climate and sustainable growth ambitions.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/d6tnRtc Hosted on Acast. See acast.com/privacy for more information.
13:3525/10/2024
Oil price pressures
With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/cntDm9L Hosted on Acast. See acast.com/privacy for more information.
12:4918/10/2024
The gold rush
James Steel, Chief Precious Metals Analyst, puts gold’s surge to record price levels in a historical context and considers whether the rally is likely to continue.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rR6p7SR Hosted on Acast. See acast.com/privacy for more information.
13:4211/10/2024
Emerging markets get a boost
Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JjchhxQ Hosted on Acast. See acast.com/privacy for more information.
07:3604/10/2024
Our global outlook at the tail end of '24
Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lScnbwd Hosted on Acast. See acast.com/privacy for more information.
10:5627/09/2024
The Fed goes big
We look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with Ryan Wang, US Economist, and Alastair Pinder, Head Emerging Markets and Global Equity Strategist.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pMGK9cD Hosted on Acast. See acast.com/privacy for more information.
11:4920/09/2024
The ECB’s hawkish cut
We catch up with Fabio Balboni, Senior European Economist, to discuss the latest ECB rate cut and the prospects for further policy easing.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wzgVqRP Hosted on Acast. See acast.com/privacy for more information.
10:3413/09/2024
Counting down to cuts
With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cycles with Ryan Wang, US Economist, and Chris Hare, Senior European Economist.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FhSSRSh Hosted on Acast. See acast.com/privacy for more information.
12:0030/08/2024
After the sell-off
We examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/mNDKppk Hosted on Acast. See acast.com/privacy for more information.
13:5108/08/2024
Summer sustainability
We catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wvTGvWx Hosted on Acast. See acast.com/privacy for more information.
08:4802/08/2024
How to price emerging markets
Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fVFFhf9 Hosted on Acast. See acast.com/privacy for more information.
12:0026/07/2024
What's driving bonds?
Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhshHRp Hosted on Acast. See acast.com/privacy for more information.
17:1719/07/2024
Climate risks in the G20
James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fQdgvVF Hosted on Acast. See acast.com/privacy for more information.
11:4712/07/2024
Global economic update
Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kMSgjHm Hosted on Acast. See acast.com/privacy for more information.
12:1728/06/2024
A conversation about currencies
We catch up with Paul Mackel, Global Head of FX Research, to find out how the latest financial and political developments are affecting the major currencies.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pskbcwv Hosted on Acast. See acast.com/privacy for more information.
10:1621/06/2024
European election fever
European economists Simon Wells and Chantana Sam discuss new risks from election results in Europe and upcoming votes in France.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/SnjpzKF Hosted on Acast. See acast.com/privacy for more information.
11:3514/06/2024
The ECB moves ahead of the Fed
With the ECB cutting rates before the Fed for the first time in history, Fabio Balboni, Senior European Economist, and Ryan Wang, US Economist, assess the diverging paths of the two major central banks.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lswn6Xs Hosted on Acast. See acast.com/privacy for more information.
10:3807/06/2024
The good, the bad and the ugly of AI
James Pomeroy, Global Economist, discusses the likely impact of artificial intelligence - including what it could mean for productivity, jobs, and emerging markets.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nXPrpkg Hosted on Acast. See acast.com/privacy for more information.
17:3731/05/2024
The UK gears up for an election
With a general election now set for 4 July, Simon Wells, Chief European Economist, assesses the key challenges facing the incoming government.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zmgJvbL Hosted on Acast. See acast.com/privacy for more information.
12:4524/05/2024
Europe’s gas turnaround
Kim Fustier, Head of European Oil & Gas Research, explains why there has been a striking shift in the region’s gas markets.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/9SXVCdQ Hosted on Acast. See acast.com/privacy for more information.
11:2417/05/2024
Gold's surprising surge
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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/sVlxMLt Hosted on Acast. See acast.com/privacy for more information.
12:5210/05/2024
Funding the Future
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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fQ67McT Hosted on Acast. See acast.com/privacy for more information.
12:4203/05/2024
The US election and trade
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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/tHPzpm7 Hosted on Acast. See acast.com/privacy for more information.
08:2726/04/2024
Why AI, aircons and fridges are feeling the heat
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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/gXDF9cF Hosted on Acast. See acast.com/privacy for more information.
14:0819/04/2024
Two big themes at the HSBC Global Investment Summit
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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/gmDxPHs Hosted on Acast. See acast.com/privacy for more information.
06:1611/04/2024
Has Europe turned a corner?
Chris Hare, Senior European Economist, assesses the region’s prospects with inflation close to target and policymakers on the brink of cutting rates.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/g2KbHsb Hosted on Acast. See acast.com/privacy for more information.
09:3505/04/2024
Ready for rate cuts?
With the major central banks poised to begin their rate cutting cycles, we assess the outlook for the world economy with Janet Henry, Global Chief Economist.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/TrQbThH Hosted on Acast. See acast.com/privacy for more information.
15:1228/03/2024
Shifting supply chains
Shanella Rajanayagam, Trade Economist, looks at how supply chains are reconfiguring globally and assesses the extent to which countries are moving production closer to home.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FNpqB6N Hosted on Acast. See acast.com/privacy for more information.
10:2622/03/2024
Can cities absorb a billion people?
With urban populations set to rise dramatically over the next decade, James Pomeroy, Global Economist, looks at what cities need to do to unlock their economic potential.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VRlVRpm Hosted on Acast. See acast.com/privacy for more information.
17:2115/03/2024
The UK’s narrow margins
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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/tzBdGWN Hosted on Acast. See acast.com/privacy for more information.
10:4108/03/2024
AI: risks, rewards and regulations
We look at whether artificial intelligence can outperform human analysis of big data, what it might bring to the field of weather forecasting, and what policymakers are doing to regulate this rapidly developing technology. We're joined by Mark McDonald, Head of Data Science and Analytics, Yaryna Kobel, Corporate Governance Analyst, and Amy Tyler, ESG Analyst.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/NPdRDRP Hosted on Acast. See acast.com/privacy for more information.
15:0801/03/2024
Countdown to the US elections
With November’s elections looming, we assess the state of play, key policy issues and implications for the Federal Reserve and the US dollar with Ryan Wang, US Economist, and Daragh Maher, Head of FX Strategy, US.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/GWGnfqJ Hosted on Acast. See acast.com/privacy for more information.
11:2123/02/2024
Solving the productivity puzzle
Chris Hare, Senior European Economist, looks at why productivity in the UK and eurozone has lagged behind the US – and what can be done to address it.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/TjPhn7J Hosted on Acast. See acast.com/privacy for more information.
11:0016/02/2024
The baby bust intensifies
James Pomeroy, Global Economist, looks at how declining birth rates around the world are creating tough challenges for governments and economies.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/TzDjqSG Hosted on Acast. See acast.com/privacy for more information.
13:2009/02/2024
Timing of rate cuts
We assess the potential path of monetary policy on both sides of the Atlantic with Ryan Wang, US Economist, and Liz Martins, Senior UK Economist.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/VgCSnpv Hosted on Acast. See acast.com/privacy for more information.
11:0702/02/2024
To cut or not to cut?
With investors hoping for substantial interest rate cuts in 2024, Stephen King, Senior Economic Adviser, examines the dangers of premature monetary easing.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/6fSXSwT Hosted on Acast. See acast.com/privacy for more information.
14:5726/01/2024
The allure of AI
Mark McDonald, Head of Data Science and Analytics, looks at the sectors that are catching the eye of venture capital investors and the latest developments in artificial intelligence.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/k6GnhTL Hosted on Acast. See acast.com/privacy for more information.
12:3819/01/2024
Talking Trade
Shanella Rajanayagam, Trade Economist, considers whether a recovery is in sight for global trade in 2024 - and discusses the key risks to watch.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/CHtzMFX Hosted on Acast. See acast.com/privacy for more information.
08:3112/01/2024
The global economy in 2024
Janet Henry, Global Chief Economist, assesses the complicated backdrop facing policymakers as they attempt to keep inflation on a steady downward trajectory.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/BJWxSX6 Hosted on Acast. See acast.com/privacy for more information.
10:0005/01/2024
EM cash looking for catalysts
Murat Ulgen, Global Head of Emerging Markets Research, assesses the results from our latest survey of EM investors and examines why they are seemingly undecided about the prospects for emerging market assets.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/fh9LTXb Hosted on Acast. See acast.com/privacy for more information.
09:3615/12/2023
Funding the future revisited
This week, we’re replaying one of our most popular episodes of the year. Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/WZwJZwR Hosted on Acast. See acast.com/privacy for more information.
09:4708/12/2023
Net zero gamechangers
James Pomeroy, Global Economist, looks at key themes that we track here at HSBC Global Research - from the Energy Transition to Disruptive Technology - and the role they will play in the response to climate change.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/RhnhkgT Hosted on Acast. See acast.com/privacy for more information.
12:0901/12/2023
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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/xBV9tHq Hosted on Acast. See acast.com/privacy for more information.
09:4324/11/2023
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.
11:5917/11/2023
Risks and equity markets
Alastair Pinder, Head EM and Global Equity Strategist, looks at how we can identify which macro and geopolitical risks are priced into stocks.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/dDzsTqp Hosted on Acast. See acast.com/privacy for more information.
10:2410/11/2023
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.
10:5003/11/2023
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.
14:5427/10/2023
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.
10:1920/10/2023