The Macro Brief by HSBC Global Research

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.For more content from HSBC Global Investment 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/H9vWhSr Hosted on Acast. See acast.com/privacy for more information.

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.For more content from HSBC Global Investment 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/6dKvcRB Hosted on Acast. See acast.com/privacy for more information.

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.For more content from HSBC Global Investment 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/DlDVjKM Hosted on Acast. See acast.com/privacy for more information.

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.For more content from HSBC Global Investment 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/NJkrHwb Hosted on Acast. See acast.com/privacy for more information.

Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream.For more content from HSBC Global Investment 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JHXvCjK Hosted on Acast. See acast.com/privacy for more information.

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.For more content from HSBC Global Investment 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nwbqSGc Hosted on Acast. See acast.com/privacy for more information.

Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data.For more content from HSBC Global Investment 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hktsWLP Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/2scKXzM Hosted on Acast. See acast.com/privacy for more information.

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. 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/bHlntgR Hosted on Acast. See acast.com/privacy for more information.

Alastair Pinder, Head EM and Global Equity Strategist, considers whether America is losing global investor flows following recent market volatility. 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vGpnsSF Hosted on Acast. See acast.com/privacy for more information.

Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forward. 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/xhbSpmX Hosted on Acast. See acast.com/privacy for more information.

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. 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 [email protected] for any questions. Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/9LXXCNH Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kcNzsGm Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zj6g9gz Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/KhW7wdP Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rrnFsFj Hosted on Acast. See acast.com/privacy for more information.

Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/DqG7whw Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Kvl7rCn Hosted on Acast. See acast.com/privacy for more information.

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 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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/mM7BHst Hosted on Acast. See acast.com/privacy for more information.

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 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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/llShVWF Hosted on Acast. See acast.com/privacy for more information.

From tariffs to demographics to growth, we catch up with Fred Neumann, Chief Asia Economist, to discuss the issues facing the region’s economies.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hvXVMPn Hosted on Acast. See acast.com/privacy for more information.

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: #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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/qnvSGdH Hosted on Acast. See acast.com/privacy for more information.

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 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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/Qc9M7cN Hosted on Acast. See acast.com/privacy for more information.

Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FnMzNLz Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/W6vDbqw Hosted on Acast. See acast.com/privacy for more information.

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 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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/tXxGzML Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/ZbnTkJG Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/9Frp9Jj Hosted on Acast. See acast.com/privacy for more information.

Mark McDonald, Head of Data Science and Analytics, examines the latest applications for AI - from analysing speeches to hosting podcasts.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/jsBFmVn Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hNcXcdr Hosted on Acast. See acast.com/privacy for more information.

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, 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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/XfqHMGp Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/qmbTrnb Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RGNmNKK Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/MprXJBW Hosted on Acast. See acast.com/privacy for more information.

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 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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/jmPQNCJ Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/DFtwWRK Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/d6tnRtc Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/cntDm9L Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rR6p7SR Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JjchhxQ Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lScnbwd Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pMGK9cD Hosted on Acast. See acast.com/privacy for more information.

We catch up with Fabio Balboni, Senior European Economist, to discuss the latest ECB rate cut and the prospects for further policy easing.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wzgVqRP Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FhSSRSh Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/mNDKppk Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wvTGvWx Hosted on Acast. See acast.com/privacy for more information.

Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fVFFhf9 Hosted on Acast. See acast.com/privacy for more information.

Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhshHRp Hosted on Acast. See acast.com/privacy for more information.

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.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fQdgvVF Hosted on Acast. See acast.com/privacy for more information.

Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year.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 [email protected] for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kMSgjHm Hosted on Acast. See acast.com/privacy for more information.