
The Macro Brief by HSBC Global Research
- Épisodes
- 164
- Parution
- hebdomadaire
- Dernier épisode
- 12 Nov 2026
À propos du podcast
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 [email protected]
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.
Hosted on Acast. See acast.com/privacy for more information.
Épisodes 164
Asia beyond the headlines
Piers swaps London for Hong Kong this week as he catches up with Jing Liu, Chief Economist for Greater China, and Ines Lam, Asia Economist, to challenge some of the common narratives around China and Asia's …
Notes de l’épisode
Piers swaps London for Hong Kong this week as he catches up with Jing Liu, Chief Economist for Greater China, and Ines Lam, Asia Economist, to challenge some of the common narratives around China and Asia's economies.
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.
Email us at [email protected] 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/GKqt67v
Hosted on Acast. See acast.com/privacy for more information.
US midterms: Democrats, deficits and data centers
Ryan Wang, Dhiraj Narula and Alastair Pinder look at what the Democrats' sweep of Congress could mean for the US economy and markets with fiscal issues and data center regulations sharply in focus.For more …
Notes de l’épisode
Ryan Wang, Dhiraj Narula and Alastair Pinder look at what the Democrats' sweep of Congress could mean for the US economy and markets with fiscal issues and data center regulations sharply in focus.
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.
Email us at [email protected] 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/hMbwnwX
Hosted on Acast. See acast.com/privacy for more information.
What Brazil's election means for LatAm
Joseph Incalcaterra, Head of LatAm Macro Strategy, joins Aline van Duyn to assess the region's outlook following Lula da Silva's re-election as Brazil's president.For more content from HSBC Global Investment …
Notes de l’épisode
Joseph Incalcaterra, Head of LatAm Macro Strategy, joins Aline van Duyn to assess the region's outlook following Lula da Silva's re-election as Brazil's president.
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.
Email us at [email protected] for any questions.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https: https://www.research.hsbc.com/R/101/rKhNSfx
Hosted on Acast. See acast.com/privacy for more information.
Shifting trade dependencies
Shanella Rajanayagam, Senior Trade Economist, assesses whether economies have been successful in de-risking and diversifying their supply chains amid various trade shocks.For more content from HSBC Global …
Notes de l’épisode
Shanella Rajanayagam, Senior Trade Economist, assesses whether economies have been successful in de-risking and diversifying their supply chains amid various trade shocks.
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.
Email us at [email protected] for any questions.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https:https:www.research.hsbc.com/R/101/zlsntNj
Hosted on Acast. See acast.com/privacy for more information.
Bond yields vs AI
Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, look at the impact of high bond yields and AI investment on the US economy and global stock markets.For more content from HSBC …
Notes de l’épisode
Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, look at the impact of high bond yields and AI investment on the US economy and global stock markets.
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.
Email us at [email protected] 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/BXQKHrK
Hosted on Acast. See acast.com/privacy for more information.
Breaking the data
From renewable tech to weight-loss drugs to AI-driven savings for consumers, James Pomeroy, Global Economist, outlines the long-term trends he’s watching and their impact on how we track the economy.For more …
Notes de l’épisode
From renewable tech to weight-loss drugs to AI-driven savings for consumers, James Pomeroy, Global Economist, outlines the long-term trends he’s watching and their impact on how we track the economy.
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.
Email us at [email protected] 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/nM7BqJC
Hosted on Acast. See acast.com/privacy for more information.
EM bulls have cash to splash
Ali Cakiroglu, Emerging Markets Strategist, examines the outlook for EM assets as investors weigh geopolitical risks, tightening monetary policy and soaring bond yields.For more content from HSBC Global …
Notes de l’épisode
Ali Cakiroglu, Emerging Markets Strategist, examines the outlook for EM assets as investors weigh geopolitical risks, tightening monetary policy and soaring bond yields.
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.
Email us at [email protected] 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/WRWTDHH
Hosted on Acast. See acast.com/privacy for more information.
Global crosscurrents intensify
Janet Henry, Global Chief Economist, looks at how resilient growth and rising inflation risks have revived prospects for policy rate increases.For more content from HSBC Global Investment Research, just search …
Notes de l’épisode
Janet Henry, Global Chief Economist, looks at how resilient growth and rising inflation risks have revived prospects for policy rate increases.
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.
Email us at [email protected] 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/VL6xlCv
Hosted on Acast. See acast.com/privacy for more information.
India in focus
Piers welcomes Chief India Economist Pranjul Bhandari to the studio to discuss the factors shaping India's economic outlook – from its growth resilience to its quest for export competitiveness.For more content …
Notes de l’épisode
Piers welcomes Chief India Economist Pranjul Bhandari to the studio to discuss the factors shaping India's economic outlook – from its growth resilience to its quest for export competitiveness.
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.
Email us at [email protected] 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/DlL6wcN
Hosted on Acast. See acast.com/privacy for more information.
Gold’s rollercoaster ride
James Steel, Chief Precious Metals Analyst, looks at what what’s been driving large swings in gold prices this year – and why there could be more volatility ahead.For more content from HSBC Global Investment …
Notes de l’épisode
James Steel, Chief Precious Metals Analyst, looks at what what’s been driving large swings in gold prices this year – and why there could be more volatility ahead.
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.
Email us at [email protected] 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/DgV6FnC
Hosted on Acast. See acast.com/privacy for more information.
Crunch time for US interest rates
In our New York studio, Ryan Wang, Dhiraj Narula and Alastair Pinder join Aline van Duyn to discuss the outlook for US interest rates and their implications across bond markets, equities and the broad …
Notes de l’épisode
In our New York studio, Ryan Wang, Dhiraj Narula and Alastair Pinder join Aline van Duyn to discuss the outlook for US interest rates and their implications across bond markets, equities and the broad economy.
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.
Email us at [email protected] 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/tqVbrkC
Hosted on Acast. See acast.com/privacy for more information.
The AI ascendency
Following another solid US earnings season, Shiva Joon and Duncan Toms look at what’s driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates.For …
Notes de l’épisode
Following another solid US earnings season, Shiva Joon and Duncan Toms look at what’s driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates.
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.
Email us at [email protected] 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/qLNqNb6
Hosted on Acast. See acast.com/privacy for more information.
A turning point for US rates?
Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty.For more content from HSBC Global Investment Research, just search for …
Notes de l’épisode
Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty.
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.
Email us at [email protected] 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/kL9gczJ
Hosted on Acast. See acast.com/privacy for more information.
Competing US narratives
Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials.For more …
Notes de l’épisode
Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials.
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.
Email us at [email protected] 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/XJNthg6
Hosted on Acast. See acast.com/privacy for more information.
The UK's new team
Liz Martins, Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister.For more content from HSBC Global Investment Research, just search for …
Notes de l’épisode
Liz Martins, Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister.
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.
Email us at [email protected] 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/zGPLzBV
Hosted on Acast. See acast.com/privacy for more information.
Competing global forces
James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand.For more content from HSBC Global Investment Research, just …
Notes de l’épisode
James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand.
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.
Email us at [email protected] 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/Lc6TLCR
Hosted on Acast. See acast.com/privacy for more information.
Europe’s dovish turn?
Simon Wells, Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table.For more content from HSBC Global Investment …
Notes de l’épisode
Simon Wells, Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table.
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.
Email us at [email protected] 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/Q6VnnHq
Hosted on Acast. See acast.com/privacy for more information.
Looking beyond Hormuz
Janet Henry, Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu, Emerging Markets Strategist, assesses the implications for EM investors.For more …
Notes de l’épisode
Janet Henry, Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu, Emerging Markets Strategist, assesses the implications for EM investors.
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.
Email us at [email protected] 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/101/6xJt9Qv
Hosted on Acast. See acast.com/privacy for more information.
The Fed under new management
As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes.For more content …
Notes de l’épisode
As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes.
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.
Email us at [email protected] 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/P9GGfrp
Hosted on Acast. See acast.com/privacy for more information.
The ECB’s next move
Following the European Central Bank’s first rate hike for nearly three years, Chris Hare, Senior European Economist, looks at whether there is more tightening to come.For more content from HSBC Global …
Notes de l’épisode
Following the European Central Bank’s first rate hike for nearly three years, Chris Hare, Senior European Economist, looks at whether there is more tightening to come.
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.
Email us at [email protected] 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/BgqWLbh
Hosted on Acast. See acast.com/privacy for more information.
State of US tariffs
With the US’s 10% global tariff set to expire this July, Shanella Rajanayagam, Trade Economist, looks at which US tariffs are currently in effect - and what could be coming down the line.For more content from …
Notes de l’épisode
With the US’s 10% global tariff set to expire this July, Shanella Rajanayagam, Trade Economist, looks at which US tariffs are currently in effect - and what could be coming down the line.
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.
Email us at [email protected] 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/SqFtWMH
Hosted on Acast. See acast.com/privacy for more information.
Future healthcare in focus
From the rise of anti-obesity drugs to the impact of AI, Rajesh Kumar, Senior Global Life Sciences & Healthcare Analyst, looks at how the global healthcare industry is evolving at pace.For more content from …
Notes de l’épisode
From the rise of anti-obesity drugs to the impact of AI, Rajesh Kumar, Senior Global Life Sciences & Healthcare Analyst, looks at how the global healthcare industry is evolving at pace.
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.
Email us at [email protected] 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/zWdnMjW
Hosted on Acast. See acast.com/privacy for more information.
Rate rises on the radar
Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, look at how central banks are set to react to growing upside risks to inflation and downside risks to growth.For more content from …
Notes de l’épisode
Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, look at how central banks are set to react to growing upside risks to inflation and downside risks to growth.
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.
Email us at [email protected] 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/HKfNpmf
Hosted on Acast. See acast.com/privacy for more information.
Three eye-opening AI stats
Alastair Pinder, Head EM and Global Equity Strategist, explores how artificial intelligence is driving stock markets to record highs - even amidst a global energy shock.For more content from HSBC Global …
Notes de l’épisode
Alastair Pinder, Head EM and Global Equity Strategist, explores how artificial intelligence is driving stock markets to record highs - even amidst a global energy shock.
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.
Email us at [email protected] 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/VDkSBhn
Hosted on Acast. See acast.com/privacy for more information.
Containers and crude
With the US and Iran reportedly edging towards a deal, Kim Fustier and Shanella Rajanayagam consider the implications of the conflict on oil prices and global trade.For more content from HSBC Global Investment …
Notes de l’épisode
With the US and Iran reportedly edging towards a deal, Kim Fustier and Shanella Rajanayagam consider the implications of the conflict on oil prices and global trade.
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.
Email us at [email protected] 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/mL9zzpN
Hosted on Acast. See acast.com/privacy for more information.
What will a Warsh Fed look like?
In this US special, Ryan Wang, Dhiraj Narula and Saul Martinez look at what’s next for the Federal Reserve, the impact of recent supply shocks, and how consumers are showing resilience despite rising costs.For …
Notes de l’épisode
In this US special, Ryan Wang, Dhiraj Narula and Saul Martinez look at what’s next for the Federal Reserve, the impact of recent supply shocks, and how consumers are showing resilience despite rising costs.
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.
Email us at [email protected] 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/KDq7X9G
Hosted on Acast. See acast.com/privacy for more information.
Fuel, food and fertilisers
Paul Bloxham examines how the Middle East conflict is constraining a wide range of commodities, and explains why Australia and New Zealand’s policymakers face a tricky time ahead.For more content from HSBC …
Notes de l’épisode
Paul Bloxham examines how the Middle East conflict is constraining a wide range of commodities, and explains why Australia and New Zealand’s policymakers face a tricky time ahead.
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.
Email us at [email protected] 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/cKXK66p
Hosted on Acast. See acast.com/privacy for more information.
Talking points from - HSBC Global Investment Summit
From the future of globalisation to growth opportunities and monetary policy, Murat Ulgen, Global Head of Macro Strategy, joins Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.For …
Notes de l’épisode
From the future of globalisation to growth opportunities and monetary policy, Murat Ulgen, Global Head of Macro Strategy, joins Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.
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.
Email us at [email protected] 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/wLzbl9m
Hosted on Acast. See acast.com/privacy for more information.
Tracking economic disruption
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 …
Notes de l’épisode
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.
Email us at [email protected] 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/zTfjHKk
Hosted on Acast. See acast.com/privacy for more information.
The dollar bounces back
Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn …
Notes de l’épisode
Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.
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.
Email us at [email protected] for any questions.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https:https://www.research.hsbc.com/R/101/WsVqFks
Hosted on Acast. See acast.com/privacy for more information.
Voici les 40 derniers épisodes sur 164. Les épisodes plus anciens se trouvent dans le flux du podcast.
Podcasts similaires
Plus de podcasts : AffairesC’est votre podcast ?
Confirmez-le avec une entrée dans votre flux : vous recevez ici un code, vous l’ajoutez comme podcast:txt dans le canal de votre flux, et nous le vérifions. Votre podcast apparaît ensuite comme « vérifié » sur SoundNode.







