The Macro Brief by HSBC Global Research

Hosted by HSBC Global Research

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Episodes

153

Latest episode

Aug 2026

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About the show

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. For more from HSBC Global Research, email us at AskResearch@hsbc.com 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.

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60 recent

August 13, 202615 min

The AI ascendency

Following another solid US earnings season, Shiva Joon and Duncan Toms look at what’s driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates. 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/qLNqNb6 Hosted on Acast. See acast.com/privacy for more information.

August 6, 202615 min

A turning point for US rates?

Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty. 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/kL9gczJ Hosted on Acast. See acast.com/privacy for more information.

July 23, 202615 min

Competing US narratives

Alastair Pinder , Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials. 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/XJNthg6 Hosted on Acast. See acast.com/privacy for more information.

July 16, 202610 min

The UK's new team

Liz Martins , Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister. 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/zGPLzBV Hosted on Acast. See acast.com/privacy for more information.

July 9, 202612 min

Competing global forces

James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand. 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/Lc6TLCR Hosted on Acast. See acast.com/privacy for more information.

July 2, 202610 min

Europe’s dovish turn?

Simon Wells , Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table. 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/Q6VnnHq Hosted on Acast. See acast.com/privacy for more information.

June 25, 202616 min

Looking beyond Hormuz

Janet Henry , Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu , Emerging Markets Strategist, assesses the implications for EM investors. 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/101/6xJt9Qv Hosted on Acast. See acast.com/privacy for more information.

June 17, 202619 min

The Fed under new management

As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes. 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/P9GGfrp Hosted on Acast. See acast.com/privacy for more information.

June 10, 20269 min

The ECB’s next move

Following the European Central Bank’s first rate hike for nearly three years, Chris Hare , Senior European Economist, looks at whether there is more tightening to come. 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/BgqWLbh Hosted on Acast. See acast.com/privacy for more information.

June 3, 202613 min

State of US tariffs

With the US’s 10% global tariff set to expire this July, Shanella Rajanayagam , Trade Economist, looks at which US tariffs are currently in effect - and what could be coming down the line. 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/SqFtWMH Hosted on Acast. See acast.com/privacy for more information.