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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 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
Forces for growth in India and Indonesia
In this edition, Janet Henry chats with Pranjul Bhandari about the outlook for growth in India, the world's most populous economy, and Indonesia, which is set to have the fourth-largest consumer population by 2030.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/61/97zmtKl Hosted on Acast. See acast.com/privacy for more information.
12:4513/10/2023
EM’s rough ride
Murat Ulgen looks at whether there are any signs of respite for emerging market assets with challenges continuing to mount up.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/nrbS76R Hosted on Acast. See acast.com/privacy for more information.
10:0206/10/2023
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.
12:4229/09/2023
Oil's surge
We look at what’s behind the recent oil market rally with Kim Fustier, Head of European Oil and Gas Research, and ask where prices could go from here.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/FCvLxJM Hosted on Acast. See acast.com/privacy for more information.
10:3622/09/2023
The UK's tough choices
Liz Martins assesses the daunting list of challenges facing the UK economy with sluggish growth, high inflation, elevated interest rates and a heavy debt burden.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/vGFLbSq Hosted on Acast. See acast.com/privacy for more information.
12:0315/09/2023
Return of the King dollar
Paul Mackel outlines our latest thinking on the currency markets and examines whether the US dollar’s comeback can continue.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/j9MKKXn Hosted on Acast. See acast.com/privacy for more information.
12:3108/09/2023
The future of work
James Pomeroy, Global Economist, assesses the potential impact of remote working and technological change on the labour market.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/MCJ6cMd Hosted on Acast. See acast.com/privacy for more information.
19:4301/09/2023
Funding the future
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: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/9cHVhLJ Hosted on Acast. See acast.com/privacy for more information.
11:2111/08/2023
A tale of two central banks
Liz Martins, Ana Madeira and Joseph Incalcaterra assess the diverging policy paths in the UK and Brazil - with one central bank hiking and the other cutting interest rates.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/gQpVrT2 Hosted on Acast. See acast.com/privacy for more information.
12:4604/08/2023
At the peak?
Ryan Wang and Fabio Balboni examine how close we are to the end of the monetary tightening cycles in the US and Europe.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/wLdqDBw Hosted on Acast. See acast.com/privacy for more information.
13:5628/07/2023
What next for emerging markets?
Murat Ulgen looks at what we can expect from emerging markets in the second half of the year amid lingering concerns over the global economic backdrop.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/tG7wvCl Hosted on Acast. See acast.com/privacy for more information.
12:3221/07/2023
Supply chains, energy outlook, ESG sentiment
James Pomeroy explains why there has been a remarkable turnaround in supply chains, Charles Swabey examines just how reliant the global economy is on fossil fuels and Wai-Shin Chan assesses the growing anti-ESG sentiment in the US.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/fCGJ7Wh Hosted on Acast. See acast.com/privacy for more information.
15:1917/07/2023
Where in the world is inflation not a problem?
The HSBC Global Research team reviews how the dollar's performance may affect the course of EM currencies in the second half of 2023, and highlights where in the world inflation may not be the primary focus of policy makers. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/KckWhv9 Hosted on Acast. See acast.com/privacy for more information.
18:4407/07/2023
The global economic outlook
Janet Henry, HSBC’s Global Chief Economist, assesses whether tightening cycles are nearly complete, the prospects for growth, and some of the upside and downside risks that might lie ahead for the world economy.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearchDisclosures and Disclaimers: https://www.research.hsbc.com/R/51/TSv6cqW Hosted on Acast. See acast.com/privacy for more information.
12:4830/06/2023
Inflation headaches and China challenges
Chris Hare, Senior European Economist, and Jorge Morgenstern, Senior LatAm Economist, look at how the latest inflation figures present contrasting outlooks for central banks in the UK, Europe and Latin America. Erin Xin, Greater China Economist, considers the outlook for China's growth.Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/zDkcPs9 Hosted on Acast. See acast.com/privacy for more information.
14:0023/06/2023
EM investor attitudes, the rise of the drones, central bank update
Murat Ulgen assesses the findings from our latest survey of EM investors, Davey Jose explains why the commercial and consumer drone market is poised for huge growth and we update on central bank moves.Disclosures and Disclaimer: https://www.research.hsbc.com/R/51/WfnD2ML Hosted on Acast. See acast.com/privacy for more information.
12:5516/06/2023
China’s recovery, the Fed's outlook, dollar drivers
Jing Liu looks at how policymakers can boost confidence in China's recovery, Ryan Wang explains why the US rate hiking cycle is not yet over and Dominic Bunning outlines a framework for thinking about the dollar.Disclosure & Disclaimer: https://www.research.hsbc.com/R/51/xjClbgq Hosted on Acast. See acast.com/privacy for more information.
14:3015/06/2023
EM FX gets a dose of reality, Germany enters recession, Europe’s data surprises
Paul Mackel examines the prospects for emerging market currencies, Stefan Schilbe looks at what’s behind Germany’s underperformance and Liz Martins explains why the latest European economic data are providing some welcome relief.Disclaimer: https://www.research.hsbc.com/R/51/9ZqtgD7 Hosted on Acast. See acast.com/privacy for more information.
13:3302/06/2023
European hikes, US debt limit, China’s recovery
Simon Wells explains why we see even more ECB and UK rate rises this year, Ryan Wang looks at whether the US is any closer to reaching an agreement on its debt limit and Jing Liu examines whether China’s economic recovery could gather momentum.Disclaimer: https://www.research.hsbc.com/R/51/CmZpGbL Hosted on Acast. See acast.com/privacy for more information.
14:0231/05/2023