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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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.
For more from HSBC Global Research, email us at AskResearch@hsbc.com
Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
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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.
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 Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at AskResearch@hsbc.com for any questions.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/tL9dgcP
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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.
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 Apple Podcasts or Spotify or wherever you get your podcasts.
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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/9Qd66km
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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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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/mVlwHgW
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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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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/DkgSvdV
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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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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/c6DrlPx
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Paul Mackel, Global Head of FX Research, and Joseph Incalcaterra, Head of LatAm Macro Strategy, look at what's in store for the major currencies in 2026.
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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/mFbXLNm
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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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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HJJQchf
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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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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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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/xfXR9xh
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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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CXgtlpn
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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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/B6KLVmt
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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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/NBdxbGK
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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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nFbhDKS
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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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/smqScSg
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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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rQFq99n
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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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CwxmMFV
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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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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kMkgkSP
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Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way companies operate.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PJdHSbT
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James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zDWvnwS
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Chris Hare, Senior European Economist, and Paul Mackel, Global Head of FX Research, talk through the potential implications of the US-EU trade deal.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wxSxzmw
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