The Macro Brief by HSBC Global Research

Tracking economic disruption

Thu, 09 Apr 2026 17:16:37 GMT

James Pomeroy looks at whether the latest data can give us any clues about how the Iran conflict is impacting the global economy, while Pranjul Bhandari assesses the implications for India.

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.

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The dollar bounces back

Thu, 02 Apr 2026 09:01:54 GMT

Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.

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Shock to the system

Fri, 27 Mar 2026 08:12:40 GMT

Janet Henry, Global Chief Economist, looks at what the unprecedented energy shock means for the economic outlook.

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Testing emerging market resilience

Fri, 20 Mar 2026 08:04:24 GMT

Murat Ulgen and Ali Cakiroglu look at whether geopolitical developments have dampened investor sentiment towards emerging market assets.

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LatAm’s moment?

Fri, 13 Mar 2026 09:30:09 GMT

Joseph Incalcaterra, Daniel Lavarda and Jose Carlos Sanchez from our LatAm team look at what’s behind the pick-up in investor interest in the region.

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The Middle East: energy and shipping

Thu, 05 Mar 2026 08:25:46 GMT

Kim Fustier and Parash Jain look at what the Middle East conflict means for oil and gas prices, transport and logistics.

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What do Europe and the weather have in common?

Fri, 27 Feb 2026 07:13:26 GMT

Liz Martins, Senior UK Economist, looks at whether a pick-up in the latest data marks a turning point for Europe’s economies.

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The USD’s struggle

Fri, 20 Feb 2026 05:47:26 GMT

Paul Mackel, Global Head of FX Research, looks at what’s causing USD weakness and which currencies could stand to benefit.

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Can AI replace software?

Fri, 13 Feb 2026 03:52:25 GMT

Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified.

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From Frankfurt to Threadneedle Street

Fri, 06 Feb 2026 08:32:09 GMT

The economics team takes over the studio this week, with Chris Hare, Liz Martins and Fabio Balboni discussing the latest Bank of England and ECB meetings.

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The Fed in focus

Fri, 30 Jan 2026 08:40:59 GMT

Ryan Wang, US Economist, and Dhiraj Narula, US Rates Strategist, look at the key issues facing the Federal Reserve this year.

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The case for emerging markets

Fri, 23 Jan 2026 08:16:19 GMT

Following a standout 2025, Ali Cakiroglu, Emerging Markets Strategist, looks at the drivers for EM assets in 2026.

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Global tech trends

Fri, 16 Jan 2026 07:57:48 GMT

From the latest innovations to the investment strategies of big tech giants, Nicolas Cote-Colisson, Head of Global Tech Platforms Research, outlines what to watch out for in the tech sector this year.

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The global economy in 2026

Fri, 09 Jan 2026 10:16:17 GMT

From inflation and monetary policy to trade and AI, Janet Henry, Global Chief Economist, looks at the factors set to shape the world economy this year.

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Digital assets in 2026

Fri, 19 Dec 2025 06:21:43 GMT

Daragh Maher, Head of Digital Assets Research, assesses the latest developments in the digital assets space and outlines what we should be looking out for in 2026.

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The US in 2026

Fri, 12 Dec 2025 06:54:01 GMT

Our US team identifies key issues to watch in 2026 – from what the Federal Reserve will do next, to whether the AI bubble will burst, to US fiscal friction.

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Where next for AI?

Fri, 05 Dec 2025 07:45:01 GMT

Can AI trade FX? Is the future 'agentic'? And are we seeing a bubble? Mark McDonald, Head of AI and Data Science, and Yuning Bai, Data Scientist, discuss recent developments in artificial intelligence.

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The UK's budget tightrope

Fri, 28 Nov 2025 08:23:17 GMT

Liz Martins, Senior UK Economist, and Nick Andrews, Senior FX Strategist, talk through the key takeaways from the UK's highly anticipated budget.

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The AI effect

Fri, 14 Nov 2025 04:59:11 GMT

Shiva Joon, Data Scientist, and Duncan Toms, Multi-Asset Strategist, look at how artificial intelligence is helping to drive the stellar performance of many US companies.

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The next game-changing technologies

Fri, 07 Nov 2025 07:38:41 GMT

James Pomeroy, Global Economist at HSBC, looks at three technologies that could dramatically transform the economy in the longer term - humanoid robots, autonomous driving and quantum computing.

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Rates, shutdowns and bubbles

Fri, 31 Oct 2025 16:18:53 GMT

In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed’s next move, the impact of the government shutdown and fears of an AI bubble.

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Top global talking points

Fri, 24 Oct 2025 08:44:30 GMT

Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more.

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Tech supremacy

Fri, 17 Oct 2025 09:25:12 GMT

Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.

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The LatAm low-down with Joseph Incalcaterra

Fri, 10 Oct 2025 07:19:00 GMT

Fresh from HSBC's inaugural Brazil Forum, Head of LatAm Macro Strategy Joseph Incalcaterra joins Aline van Duyn to discuss the macro landscape across Latin America's key economies.

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Europe on a mission

Fri, 03 Oct 2025 05:42:44 GMT

Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.

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Market resilience amid global risks

Fri, 26 Sep 2025 11:42:01 GMT

Janet Henry, Global Chief Economist, looks at how the world economy is muddling through despite substantial challenges, while Ali Cakiroglu, Emerging Markets Strategist, explains why investors are becoming more bullish on EM assets.

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Understanding digital money

Fri, 19 Sep 2025 05:14:53 GMT

Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant.

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US rate cuts & spending gluts

Fri, 12 Sep 2025 06:27:15 GMT

Ahead of the Federal Reserve’s September meeting, US economist Ryan Wang assesses the potential pace of interest rate cuts and the implications of the growing US deficit.

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The UK’s perfect storm

Fri, 05 Sep 2025 07:02:36 GMT

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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How AI can mitigate tariff costs

Fri, 29 Aug 2025 08:21:41 GMT

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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Payback time?

Fri, 08 Aug 2025 09:11:43 GMT

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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Transatlantic tariff truce

Fri, 01 Aug 2025 06:34:50 GMT

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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Pricing tariff risks

Fri, 25 Jul 2025 06:24:47 GMT

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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What bananas are telling us about the global economy

Fri, 18 Jul 2025 05:13:05 GMT

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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The big, beautiful, US edition

Fri, 11 Jul 2025 08:28:19 GMT

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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Guarding against complacency

Fri, 04 Jul 2025 08:43:50 GMT

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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The A to Z of crypto

Thu, 26 Jun 2025 06:04:05 GMT

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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Rising risks

Fri, 20 Jun 2025 06:24:11 GMT

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 markets.

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Globetrotting

Fri, 13 Jun 2025 06:04:08 GMT

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

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Commodities, tariffs & trade

Fri, 06 Jun 2025 07:45:06 GMT

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 affecting commodity prices.

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India’s global integration

Fri, 30 May 2025 08:57:18 GMT

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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Who owns the US?

Fri, 23 May 2025 05:16:03 GMT

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

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Dollar distrust

Fri, 16 May 2025 04:40:45 GMT

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

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Getting Germany going

Fri, 09 May 2025 03:24:11 GMT

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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Looking for good news in the UK

Fri, 02 May 2025 04:53:42 GMT

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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Going for gold

Fri, 25 Apr 2025 08:53:35 GMT

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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Tariffs take their toll

Fri, 18 Apr 2025 14:50:49 GMT

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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Assessing the tariff turmoil

Thu, 10 Apr 2025 13:07:27 GMT

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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Turning up the tariffs

Fri, 04 Apr 2025 06:50:57 GMT

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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Talking points from the HSBC Global Investment Summit

Fri, 28 Mar 2025 06:23:46 GMT

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 year’s event in Hong Kong.

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How well do you understand AI?

Fri, 21 Mar 2025 05:19:25 GMT

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.

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Shifting market narratives

Fri, 14 Mar 2025 04:22:22 GMT

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.

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All about Asia

Fri, 07 Mar 2025 03:04:33 GMT

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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Currency asymmetry

Fri, 28 Feb 2025 08:01:25 GMT

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

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/qnvSGdH

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Europe and tariffs

Fri, 21 Feb 2025 08:40:14 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Qc9M7cN

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The UK’s growth problem

Fri, 14 Feb 2025 09:31:07 GMT

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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FnMzNLz

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Tariff turbulence

Tue, 04 Feb 2025 17:56:52 GMT

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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/W6vDbqw

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Is Europe past ‘peak pessimism’?

Fri, 31 Jan 2025 09:03:55 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/tXxGzML

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Bracing for tariffs

Fri, 24 Jan 2025 00:25:20 GMT

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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/ZbnTkJG

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Oil’s tug-of-war

Fri, 17 Jan 2025 06:44:32 GMT

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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/9Frp9Jj

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Putting AI through its paces

Fri, 10 Jan 2025 06:24:15 GMT

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

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/jsBFmVn

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Our 2025 global economic outlook

Fri, 20 Dec 2024 09:13:06 GMT

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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hNcXcdr

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Why investors are turning more cautious on EM assets

Fri, 13 Dec 2024 07:01:07 GMT

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

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/XfqHMGp

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The cyber safety net

Fri, 06 Dec 2024 05:49:17 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/qmbTrnb

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The dollar bubble inflates

Fri, 29 Nov 2024 06:37:53 GMT

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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RGNmNKK

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Earnings learnings

Fri, 22 Nov 2024 06:58:07 GMT

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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/MprXJBW

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Europe's opportunities

Fri, 15 Nov 2024 07:39:57 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/jmPQNCJ

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Global hot topics

Fri, 01 Nov 2024 07:39:04 GMT

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 markets.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/DFtwWRK

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Climate conversations with UK corporates

Fri, 25 Oct 2024 13:44:16 GMT

James Rydge, Head of ESG Research in EMEA, gives an insight into his discussions with UK companies about how they are trying to achieve their climate and sustainable growth ambitions.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/d6tnRtc

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Oil price pressures

Fri, 18 Oct 2024 10:16:00 GMT

With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/cntDm9L

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The gold rush

Fri, 11 Oct 2024 08:09:47 GMT

James Steel, Chief Precious Metals Analyst, puts gold’s surge to record price levels in a historical context and considers whether the rally is likely to continue.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rR6p7SR

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Emerging markets get a boost

Fri, 04 Oct 2024 16:13:59 GMT

Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JjchhxQ

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Our global outlook at the tail end of '24

Fri, 27 Sep 2024 06:38:44 GMT

Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lScnbwd

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The Fed goes big

Fri, 20 Sep 2024 07:24:59 GMT

We look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with Ryan Wang, US Economist, and Alastair Pinder, Head Emerging Markets and Global Equity Strategist.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pMGK9cD

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The ECB’s hawkish cut

Fri, 13 Sep 2024 09:05:23 GMT

We catch up with Fabio Balboni, Senior European Economist, to discuss the latest ECB rate cut and the prospects for further policy easing.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wzgVqRP

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Counting down to cuts

Fri, 30 Aug 2024 06:19:37 GMT

With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cycles with Ryan Wang, US Economist, and Chris Hare, Senior European Economist.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FhSSRSh

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After the sell-off

Thu, 08 Aug 2024 16:51:36 GMT

We examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/mNDKppk

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Summer sustainability

Fri, 02 Aug 2024 07:42:11 GMT

We catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wvTGvWx

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How to price emerging markets

Fri, 26 Jul 2024 08:22:31 GMT

Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fVFFhf9

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What's driving bonds?

Fri, 19 Jul 2024 09:23:12 GMT

Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhshHRp

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Climate risks in the G20

Fri, 12 Jul 2024 10:39:13 GMT

James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fQdgvVF

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Global economic update

Fri, 28 Jun 2024 06:49:58 GMT

Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kMSgjHm

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A conversation about currencies

Fri, 21 Jun 2024 07:52:32 GMT

We catch up with Paul Mackel, Global Head of FX Research, to find out how the latest financial and political developments are affecting the major currencies.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pskbcwv

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European election fever

Fri, 14 Jun 2024 06:44:31 GMT

European economists Simon Wells and Chantana Sam discuss new risks from election results in Europe and upcoming votes in France.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/SnjpzKF

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The ECB moves ahead of the Fed

Fri, 07 Jun 2024 06:31:38 GMT

With the ECB cutting rates before the Fed for the first time in history, Fabio Balboni, Senior European Economist, and Ryan Wang, US Economist, assess the diverging paths of the two major central banks.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lswn6Xs

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The good, the bad and the ugly of AI

Fri, 31 May 2024 06:35:16 GMT

James Pomeroy, Global Economist, discusses the likely impact of artificial intelligence - including what it could mean for productivity, jobs, and emerging markets.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nXPrpkg

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The UK gears up for an election

Fri, 24 May 2024 07:35:37 GMT

With a general election now set for 4 July, Simon Wells, Chief European Economist, assesses the key challenges facing the incoming government.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zmgJvbL

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Europe’s gas turnaround

Fri, 17 May 2024 06:55:17 GMT

Kim Fustier, Head of European Oil & Gas Research, explains why there has been a striking shift in the region’s gas markets.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/9SXVCdQ

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Gold's surprising surge

Fri, 10 May 2024 09:45:38 GMT

With gold prices recently hitting new highs, James Steel, Chief Precious Metals Analyst, looks at the unusual reasons behind the rally and whether it will last.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/sVlxMLt

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Funding the Future

Fri, 03 May 2024 08:34:20 GMT

Mark McDonald, Head of Data Science and Analytics at HSBC, outlines the findings from HSBC's inaugural Funding the Future Survey, which provides insights into investors’ views on venture capital, private equity, and high-growth sectors.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fQ67McT

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The US election and trade

Fri, 26 Apr 2024 09:56:48 GMT

In this edition, Shanella Rajanayagam, Trade Economist, weighs up the risks around US trade tensions depending on who wins the presidential race.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/tHPzpm7

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Why AI, aircons and fridges are feeling the heat

Fri, 19 Apr 2024 10:32:28 GMT

In this edition, Amy Tyler and Sean McLoughlin talk about their research into the global cooling market and why the boom in artificial intelligence may complicate efforts to bring down CO2 emissions.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/gXDF9cF

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Two big themes at the HSBC Global Investment Summit

Thu, 11 Apr 2024 23:09:08 GMT

China and Artificial intelligence were among the themes dominating this year’s inaugural event in Hong Kong. Jing Liu, Chief Economist for Greater China, and Mark McDonald, Head of Data Science and Analytics, discuss.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/gmDxPHs

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Has Europe turned a corner?

Fri, 05 Apr 2024 07:50:31 GMT

Chris Hare, Senior European Economist, assesses the region’s prospects with inflation close to target and policymakers on the brink of cutting rates.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/g2KbHsb

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Ready for rate cuts?

Thu, 28 Mar 2024 15:26:28 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/TrQbThH

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Shifting supply chains

Fri, 22 Mar 2024 08:53:10 GMT

Shanella Rajanayagam, Trade Economist, looks at how supply chains are reconfiguring globally and assesses the extent to which countries are moving production closer to home.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FNpqB6N

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Can cities absorb a billion people?

Fri, 15 Mar 2024 09:05:19 GMT

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 potential.

For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/VRlVRpm

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The UK’s narrow margins

Fri, 08 Mar 2024 08:33:05 GMT

Simon Wells, Chief European Economist, assesses the state of the UK’s public finances following this week’s highly anticipated budget.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/tzBdGWN

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AI: risks, rewards and regulations

Fri, 01 Mar 2024 09:24:02 GMT

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 policymakers are doing to regulate this rapidly developing technology. We're joined by Mark McDonald, Head of Data Science and Analytics, Yaryna Kobel, Corporate Governance Analyst, and Amy Tyler, ESG Analyst.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/NPdRDRP

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Countdown to the US elections

Fri, 23 Feb 2024 09:16:25 GMT

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 Economist, and Daragh Maher, Head of FX Strategy, US.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/GWGnfqJ

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Solving the productivity puzzle

Fri, 16 Feb 2024 08:28:39 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/TjPhn7J

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The baby bust intensifies

Fri, 09 Feb 2024 09:26:42 GMT

James Pomeroy, Global Economist, looks at how declining birth rates around the world are creating tough challenges for governments and economies.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/TzDjqSG

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Timing of rate cuts

Fri, 02 Feb 2024 09:48:17 GMT

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 content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/VgCSnpv

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To cut or not to cut?

Fri, 26 Jan 2024 09:07:56 GMT

With investors hoping for substantial interest rate cuts in 2024, Stephen King, Senior Economic Adviser, examines the dangers of premature monetary easing.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/6fSXSwT

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The allure of AI

Fri, 19 Jan 2024 09:18:03 GMT

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 artificial intelligence.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/k6GnhTL

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Talking Trade

Fri, 12 Jan 2024 08:34:27 GMT

Shanella Rajanayagam, Trade Economist, considers whether a recovery is in sight for global trade in 2024 - and discusses the key risks to watch.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/CHtzMFX

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The global economy in 2024

Fri, 05 Jan 2024 08:36:01 GMT

Janet Henry, Global Chief Economist, assesses the complicated backdrop facing policymakers as they attempt to keep inflation on a steady downward trajectory.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/BJWxSX6

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EM cash looking for catalysts

Fri, 15 Dec 2023 09:33:05 GMT

Murat Ulgen, Global Head of Emerging Markets Research, assesses the results from our latest survey of EM investors and examines why they are seemingly undecided about the prospects for emerging market assets.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/fh9LTXb

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Funding the future revisited

Fri, 08 Dec 2023 07:59:39 GMT

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 helping to fuel transformative technology and business innovation.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/WZwJZwR

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Net zero gamechangers

Fri, 01 Dec 2023 09:29:03 GMT

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 role they will play in the response to climate change.

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/RhnhkgT

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The UK's spending spree

Fri, 24 Nov 2023 11:23:23 GMT

Liz Martins, Senior UK Economist, dissects the UK’s Autumn Statement made by Chancellor Jeremy Hunt and considers whether the giveaways offered are affordable.

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

Email us at AskResearch@hsbc.com for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/xBV9tHq

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A glimpse into 2024

Fri, 17 Nov 2023 08:39:06 GMT

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 from investors.

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

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/LjLDpc2

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Risks and equity markets

Fri, 10 Nov 2023 08:30:34 GMT

Alastair Pinder, Head EM and Global Equity Strategist, looks at how we can identify which macro and geopolitical risks are priced into stocks.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/dDzsTqp

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The hype around hydrogen

Fri, 03 Nov 2023 08:03:33 GMT

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 Research, follow us on LinkedIn: #HSBCResearch

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/Hxtqnpb

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The UK’s holding pattern and the USD’s false summit

Fri, 27 Oct 2023 07:27:30 GMT

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 strengthen.

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

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/trpqhfp

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Europe's inflation fight

Fri, 20 Oct 2023 07:32:56 GMT

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: #HSBCResearch

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/kzdSDbW

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Forces for growth in India and Indonesia

Fri, 13 Oct 2023 09:41:10 GMT

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: #HSBCResearch

Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/97zmtKl

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EM’s rough ride

Fri, 06 Oct 2023 07:23:50 GMT

Murat Ulgen looks at whether there are any signs of respite for emerging market assets with challenges continuing to mount up.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/nrbS76R

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What next for the global economy?

Fri, 29 Sep 2023 08:42:29 GMT

Janet Henry, Global Chief Economist, examines the economic outlook with major central banks set to keep interest rates high for a prolonged period.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/jTkM9Tg

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Oil's surge

Fri, 22 Sep 2023 07:42:29 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/FCvLxJM

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The UK's tough choices

Fri, 15 Sep 2023 07:35:03 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/vGFLbSq

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Return of the King dollar

Fri, 08 Sep 2023 07:26:23 GMT

Paul Mackel outlines our latest thinking on the currency markets and examines whether the US dollar’s comeback can continue.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/j9MKKXn

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The future of work

Fri, 01 Sep 2023 05:07:53 GMT

James Pomeroy, Global Economist, assesses the potential impact of remote working and technological change on the labour market.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/MCJ6cMd

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Funding the future

Fri, 11 Aug 2023 07:28:35 GMT

Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/9cHVhLJ

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A tale of two central banks

Fri, 04 Aug 2023 07:26:07 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/gQpVrT2

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At the peak?

Fri, 28 Jul 2023 07:40:30 GMT

Ryan Wang and Fabio Balboni examine how close we are to the end of the monetary tightening cycles in the US and Europe.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/wLdqDBw

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What next for emerging markets?

Fri, 21 Jul 2023 10:04:19 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/tG7wvCl

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Supply chains, energy outlook, ESG sentiment

Mon, 17 Jul 2023 07:23:32 GMT

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: #HSBCResearch

Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/fCGJ7Wh

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Where in the world is inflation not a problem?

Fri, 07 Jul 2023 21:53:10 GMT

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.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/KckWhv9

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The global economic outlook

Fri, 30 Jun 2023 08:30:00 GMT

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: #HSBCResearch

Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/TSv6cqW

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Inflation headaches and China challenges

Fri, 23 Jun 2023 07:46:18 GMT

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

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EM investor attitudes, the rise of the drones, central bank update

Fri, 16 Jun 2023 11:19:20 GMT

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

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China’s recovery, the Fed's outlook, dollar drivers

Thu, 15 Jun 2023 09:01:20 GMT

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

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EM FX gets a dose of reality, Germany enters recession, Europe’s data surprises

Fri, 02 Jun 2023 11:39:33 GMT

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

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European hikes, US debt limit, China’s recovery

Wed, 31 May 2023 14:41:00 GMT

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

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The Macro Brief by HSBC Global Research

Tracking economic disruption

The dollar bounces back

Shock to the system

Testing emerging market resilience

LatAm’s moment?

The Middle East: energy and shipping

What do Europe and the weather have in common?

The USD’s struggle

Can AI replace software?

From Frankfurt to Threadneedle Street

The Fed in focus

The case for emerging markets

Global tech trends

The global economy in 2026

Digital assets in 2026

The US in 2026

Where next for AI?

The UK's budget tightrope

Top questions for currencies in 2026

The AI effect

The next game-changing technologies

Rates, shutdowns and bubbles

Top global talking points

Tech supremacy

The LatAm low-down with Joseph Incalcaterra

Europe on a mission

Market resilience amid global risks

Understanding digital money

US rate cuts & spending gluts

The UK’s perfect storm

How AI can mitigate tariff costs

Payback time?

Transatlantic tariff truce

Pricing tariff risks

What bananas are telling us about the global economy

The big, beautiful, US edition

Guarding against complacency

The A to Z of crypto

Rising risks

Globetrotting

Commodities, tariffs & trade

India’s global integration

Who owns the US?

Dollar distrust

Getting Germany going

Looking for good news in the UK

Going for gold

Tariffs take their toll

Assessing the tariff turmoil

Turning up the tariffs

Talking points from the HSBC Global Investment Summit

How well do you understand AI?

Shifting market narratives

All about Asia

Currency asymmetry

Europe and tariffs

The UK’s growth problem

Tariff turbulence

Is Europe past ‘peak pessimism’?

Bracing for tariffs

Oil’s tug-of-war

Putting AI through its paces

Our 2025 global economic outlook

Why investors are turning more cautious on EM assets

The cyber safety net

The dollar bubble inflates

Earnings learnings

Europe's opportunities

Global hot topics

Climate conversations with UK corporates

Oil price pressures

The gold rush

Emerging markets get a boost

Our global outlook at the tail end of '24

The Fed goes big

The ECB’s hawkish cut

Counting down to cuts

After the sell-off

Summer sustainability