Episodes
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.
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Published 12/01/23
Liz Martins, Senior UK Economist, dissects the UK’s Autumn Statement made by Chancellor Jeremy Hunt and considers whether the giveaways offered are affordable.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/xBV9tHq
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Published 11/24/23
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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/LjLDpc2
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Published 11/17/23
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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Published 11/10/23
Samantha Hoh, Senior Clean Tech Analyst, looks at how the US is driving ahead in its aim to develop a clean hydrogen economy.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/Hxtqnpb
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Published 11/03/23
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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/trpqhfp
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Published 10/27/23
Simon Wells assesses the efforts of European and UK policymakers to bring inflation under control.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/kzdSDbW
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Published 10/20/23
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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/97zmtKl
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Published 10/13/23
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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Published 10/06/23
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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Published 09/29/23
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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Published 09/22/23
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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Published 09/15/23
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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Published 09/08/23
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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Published 09/01/23
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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Published 08/11/23
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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Published 08/04/23
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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Published 07/28/23
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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Published 07/21/23
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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/fCGJ7Wh
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Published 07/17/23
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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Published 07/07/23
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.
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Disclosures and Disclaimers: https://www.research.hsbc.com/R/51/TSv6cqW
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Published 06/30/23
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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Published 06/23/23
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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Published 06/16/23
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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Published 06/15/23
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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Published 06/02/23