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The Macro Brief by HSBC Global Research - Podcast

The Macro Brief by HSBC Global Research

A weekly updates 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 [email protected]


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Investing Management Finance Business
Update frequency
every 6 days
Average duration
12 minutes
Episodes
107
Years Active
2023 - 2025
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Turning up the tariffs

Turning up the tariffs

Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy.


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00:13:34  |   Fri 04 Apr 2025
Talking points from the HSBC Global Investment Summit

Talking points from the HSBC Global Investment Summit

From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this yea…

00:13:29  |   Fri 28 Mar 2025
How well do you understand AI?

How well do you understand AI?

Mark McDonald, Head of Data Science and Analytics, picks apart some of the most common misconceptions about artificial intelligence that frequently come up in discussions with investors.


For more cont…

00:20:14  |   Fri 21 Mar 2025
Shifting market narratives

Shifting market narratives

We look at what’s behind the recent moves in the stock and bond markets with Alastair Pinder, Head EM and Global Equity Strategist, and Steven Major, Global Head of Fixed Income Research.


For more con…

00:18:21  |   Fri 14 Mar 2025
All about Asia

All about Asia

From tariffs to demographics to growth, we catch up with Fred Neumann, Chief Asia Economist, to discuss the issues facing the region’s economies.


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00:13:30  |   Fri 07 Mar 2025
Currency asymmetry

Currency asymmetry

Daragh Maher, Senior FX Strategist, explains what continued trade policy uncertainty means for the world’s major currencies.


For more content from HSBC Global Research, follow us on LinkedIn: #HSBCRes…

00:13:44  |   Fri 28 Feb 2025
Europe and tariffs

Europe and tariffs

Chris Hare looks at the possible impact of US tariffs on European growth and inflation, and assesses the challenges facing the German economy ahead this weekend’s crucial election.


For more content fr…

00:09:00  |   Fri 21 Feb 2025
The UK’s growth problem

The UK’s growth problem

Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation.


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00:09:30  |   Fri 14 Feb 2025
Tariff turbulence

Tariff turbulence

Shanella Rajanayagam, Fred Neumann and Daragh Maher assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook.


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00:11:11  |   Tue 04 Feb 2025
Is Europe past ‘peak pessimism’?

Is Europe past ‘peak pessimism’?

Simon Wells, Chief European Economist, considers whether the region’s economy has turned a corner and assesses the diverging paths between the ECB and Federal Reserve.


For more content from HSBC Glob…

00:08:54  |   Fri 31 Jan 2025
Bracing for tariffs

Bracing for tariffs

With President Trump back in the White House, Janet Henry, Shanella Rajanayagam and Jing Liu assess what the US’s trade agenda could mean for China and the rest of the world.


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00:13:26  |   Fri 24 Jan 2025
Oil’s tug-of-war

Oil’s tug-of-war

Kim Fustier, Head of European Oil and Gas Research, assesses the competing supply and demand factors impacting the oil markets and what they could mean for prices this year.


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00:12:24  |   Fri 17 Jan 2025
Putting AI through its paces

Putting AI through its paces

Mark McDonald, Head of Data Science and Analytics, examines the latest applications for AI - from analysing speeches to hosting podcasts.


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00:18:20  |   Fri 10 Jan 2025
Our 2025 global economic outlook

Our 2025 global economic outlook

Janet Henry, Chief Global Economist, weighs up the impact of widely anticipated fiscal policy shifts on growth and inflation, and the challenges for the world's central bankers.


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00:16:21  |   Fri 20 Dec 2024
Why investors are turning more cautious on EM assets

Why investors are turning more cautious on EM assets

Murat Ulgen, Global Head of Emerging Markets Research, talks with Piers Butler about the concerns of emerging market investors as they head into 2025.


For more content from HSBC Global Research, follo…

00:13:59  |   Fri 13 Dec 2024
The cyber safety net

The cyber safety net

With cyber attacks becoming more frequent and sophisticated, Stephen Bersey, Head of US Technology Research, assesses the fast-growing cybersecurity sector – and offers some tips to stay safe online.


00:13:56  |   Fri 06 Dec 2024
The dollar bubble inflates

The dollar bubble inflates

Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 currencies.


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00:10:38  |   Fri 29 Nov 2024
Earnings learnings

Earnings learnings

Mark McDonald, Head of Data Science and Analytics, outlines what our AI-driven analysis of earnings call transcripts tells us about the key themes in this reporting season.


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00:12:37  |   Fri 22 Nov 2024
Europe's opportunities

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 G…

00:11:22  |   Fri 15 Nov 2024
Global hot topics

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 ma…

00:17:11  |   Fri 01 Nov 2024
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