Explore every episode of the podcast The Macro Brief by HSBC Global Research

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.

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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.

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Ali Cakiroglu, Emerging Markets Strategist, examines the outlook for EM assets as investors weigh geopolitical risks, tightening monetary policy and soaring bond yields.

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Janet Henry, Global Chief Economist, looks at how resilient growth and rising inflation risks have revived prospects for policy rate increases.

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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.

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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.

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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.

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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.

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Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty.

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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.

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Liz Martins, Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister.

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James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.

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Janet Henry, Global Chief Economist, looks at what the unprecedented energy shock means for the economic outlook.

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Murat Ulgen and Ali Cakiroglu look at whether geopolitical developments have dampened investor sentiment towards emerging market assets.

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Joseph Incalcaterra, Daniel Lavarda and Jose Carlos Sanchez from our LatAm team look at what’s behind the pick-up in investor interest in the region.

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Kim Fustier and Parash Jain look at what the Middle East conflict means for oil and gas prices, transport and logistics.

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Liz Martins, Senior UK Economist, looks at whether a pick-up in the latest data marks a turning point for Europe’s economies.

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Paul Mackel, Global Head of FX Research, looks at what’s causing USD weakness and which currencies could stand to benefit.

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Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified.

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The economics team takes over the studio this week, with Chris Hare, Liz Martins and Fabio Balboni discussing the latest Bank of England and ECB meetings.

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Ryan Wang, US Economist, and Dhiraj Narula, US Rates Strategist, look at the key issues facing the Federal Reserve this year.

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Following a standout 2025, Ali Cakiroglu, Emerging Markets Strategist, looks at the drivers for EM assets in 2026.

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From the latest innovations to the investment strategies of big tech giants, Nicolas Cote-Colisson, Head of Global Tech Platforms Research, outlines what to watch out for in the tech sector this year.

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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.

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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.

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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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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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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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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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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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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.

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/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.

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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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.

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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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.

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

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