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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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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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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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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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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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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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.

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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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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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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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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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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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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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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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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.

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

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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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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.

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.

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

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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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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.

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.

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

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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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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.

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

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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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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.

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.

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

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

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.

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

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

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.

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

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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.

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.

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

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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.

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.

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

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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.

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.

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

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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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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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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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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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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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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.

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

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Simon Wells assesses the efforts of European and UK policymakers to bring inflation under control.

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

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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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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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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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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.

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

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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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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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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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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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