Shows / The Macro Brief by HSBC Global Research
The Macro Brief by HSBC Global Research
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.
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Episodes
The Macro Brief by HSBC Global ResearchHas 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…
The Macro Brief by HSBC Global ResearchReady 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…
The Macro Brief by HSBC Global ResearchShifting supply chains
Shanella Rajanayagam, Trade Economist, looks at how supply chains are reconfiguring globally and assesses the extent to which countries are moving production…
The Macro Brief by HSBC Global ResearchCan 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…
The Macro Brief by HSBC Global ResearchThe 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…
The Macro Brief by HSBC Global ResearchAI: 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…
The Macro Brief by HSBC Global ResearchCountdown 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…
The Macro Brief by HSBC Global ResearchSolving 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…
The Macro Brief by HSBC Global ResearchThe 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…
The Macro Brief by HSBC Global ResearchTiming 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…
The Macro Brief by HSBC Global ResearchTo 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…
The Macro Brief by HSBC Global ResearchThe 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…
The Macro Brief by HSBC Global ResearchTalking 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…
The Macro Brief by HSBC Global ResearchThe 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…
The Macro Brief by HSBC Global ResearchEM 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…
The Macro Brief by HSBC Global ResearchFunding 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…
The Macro Brief by HSBC Global ResearchNet 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…
- The Macro Brief by HSBC Global Research
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…
The Macro Brief by HSBC Global ResearchA 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…
The Macro Brief by HSBC Global ResearchRisks 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…
The Macro Brief by HSBC Global ResearchThe 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…
The Macro Brief by HSBC Global ResearchThe 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…
The Macro Brief by HSBC Global ResearchEurope'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…
The Macro Brief by HSBC Global ResearchForces 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…
The Macro Brief by HSBC Global ResearchEM’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…
The Macro Brief by HSBC Global ResearchWhat 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…
The Macro Brief by HSBC Global ResearchOil'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…
The Macro Brief by HSBC Global ResearchThe 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…
The Macro Brief by HSBC Global ResearchReturn 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…
The Macro Brief by HSBC Global ResearchThe 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…
The Macro Brief by HSBC Global ResearchFunding 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…
The Macro Brief by HSBC Global ResearchA 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…
The Macro Brief by HSBC Global ResearchAt 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…
The Macro Brief by HSBC Global ResearchWhat 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…
The Macro Brief by HSBC Global ResearchSupply 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…
The Macro Brief by HSBC Global ResearchWhere 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 Macro Brief by HSBC Global ResearchThe 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…
- The Macro Brief by HSBC Global Research
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…
- The Macro Brief by HSBC Global Research
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…
- The Macro Brief by HSBC Global Research
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…
- The Macro Brief by HSBC Global Research
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…
The Macro Brief by HSBC Global ResearchEuropean 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…