The Macro Brief by HSBC Global Research

From sticky inflation to precarious public finances, Liz Martins, Senior UK Economist, assesses the UK’s financial troubles as the country looks ahead to an Autumn Budget.

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Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way companies operate.

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James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.

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Chris Hare, Senior European Economist, and Paul Mackel, Global Head of FX Research, talk through the potential implications of the US-EU trade deal.

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With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty.

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Against a backdrop of continuing uncertainty, James Pomeroy, Global Economist, explains whether the latest data – and the price of bananas - provide any clues about state of the economy.

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Ryan Wang, US Economist, talks through the latest in the US – including “phase two” of tariffs, tax cuts and deficits, and the path of rate cuts.

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With global markets seemingly unruffled by recent shocks, Janet Henry and Simon Wells look at the key risks that could surprise policymakers and investors over the next few months.

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Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream.

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Kim Fustier, Head of European Oil & Gas Research, and Murat Ulgen, Global Head of Emerging Markets, discuss how the conflict between Iran and Israel has introduced yet more uncertainty into financial…

Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data.

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Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affectin…

Pranjul Bhandari, Chief India Economist, examines India’s interconnectedness with the global economy and considers whether the redrawing of supply chains could present new opportunities.

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Alastair Pinder, Head EM and Global Equity Strategist, considers whether America is losing global investor flows following recent market volatility.

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Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forward.

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German economists Stefan Schilbe and Anja Heimann consider whether a policy reboot – including a huge fiscal package – could help get Europe’s largest economy back on track.

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With the UK facing a long list of economics challenges, Liz Martins, Senior UK Economist, considers whether there is any light at the end of the tunnel.

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James Steel, Chief Precious Metals Analyst, looks at what’s behind gold’s surge to record highs and considers where prices could go from here.

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Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, assess how US tariffs and heightened uncertainty could affect growth, inflation, and monetary policy.

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Janet Henry, Chief Global Economist, and Murat Ulgen, Global Head of Emerging Markets Research, examine the fallout from US tariffs and how policymakers could respond.

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