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HSBC Global Viewpoint

HSBC
China
Artificial Intelligence
Inflation
Tariffs
Emerging Markets
India
United States
Global Trade
Asia
Gold
Vietnam
US Tariffs
Hong Kong
Asian Markets
US Dollar
Interest Rates
Federal Reserve
Fiscal Policy
UK Economy
Digital Assets

We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving international growth and creating opportunities for businesses to build networks in global markets.

Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge... more

PublishesDailyEpisodes649Founded6 years ago
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Latest Episodes

Herald returns to the studio alongside Prerna Garg to talk through our latest collection of quirky facts and surprising stats from the world of Asian equities.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers... more

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

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this p... more

YouTube

Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware.

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YouTube

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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YouTube

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Recent Guests

Liz Martins
Senior UK economist
Episode: The Macro Brief - The UK's new team
Ricky Seo
Head of Semiconductor Research, also heads research department in Korea
HSBC
Episode: Under the Banyan Tree - The surging demand for Asia's AI Hardware
Jamie Culling
Sydney-based economist, Global Commodities team
HSBC Global Commodities
Episode: Under the Banyan Tree - El Niño on the horizon
Simon Wells
Chief European Economist
HSBC
Episode: The Macro Brief - Europe's dovish turn?
Michael Arougheti
CEO of Ares
Ares Management
Episode: Perspectives: The Ares story
Fred Newman
Chief Asia Economist at HSBC; host of Under the Banyan Tree
HSBC
Episode: The Macro Brief - The Fed under new management
Chris Hare
Senior Economist for the Eurozone UK and Ireland
HSBC
Episode: The Macro Brief - The ECB's next move
Dmitry Shevelenko
Business Officer, Chief Business Officer for Perplexity
Perplexity
Episode: Perspectives: Orchestrating AI models
Julia Hoggett
CEO, London Stock Exchange
London Stock Exchange
Episode: Perspectives: The evolution of the London Stock Exchange

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

The Macro Brief - Competing global forces
Q: What was the picture like for global growth before and after the latest Iran-related developments?
Growth is now viewed as a mix of two scenarios—one where oil prices fall toward the base case and another where they stay elevated; the base case looks somewhat brighter but inflation remains contained in core terms, allowing room for cautious policy in a slower but still positive growth path.
Under the Banyan Tree - The surging demand for Asia's AI Hardware
Q: What about India's role in AI hardware demand?
India doesn't produce AI hardware yet, but given its large population and IT sector, there is significant potential for data-center expansion and AI deployment domestically to drive future demand.
Under the Banyan Tree - The surging demand for Asia's AI Hardware
Q: Why is Korea so dominant in memory chips, and can others catch up?
Three DRAM players dominate globally, with Samsung and SK Hynix controlling about 75% of the market, and high capital expenditure and lead times make it difficult for new entrants to match Korean players' capabilities.
Under the Banyan Tree - The surging demand for Asia's AI Hardware
Q: What are the growth trends for Asia's AI hardware exports?
Exports of AI goods surged sharply, with Asia's exports rising 56% year over year in Q1 and the value of AI trade within Asia doubling over five years, signaling an expansive boom.
The Macro Brief - The Fed under new management
Q: Could a shift in inflation measures affect market expectations?
Yes, shifting away from traditional core PCE toward a trim mean or other measures could introduce uncertainty about the true inflation trend and how the Fed targets price stability, potentially altering rate expectations and market pricing.

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Frequently Asked Questions About HSBC Global Viewpoint

What is HSBC Global Viewpoint about and what kind of topics does it cover?

A global economics-focused program featuring HSBC Global Research economists and guests who dissect macro trends, policy risks, and market infrastructure. Episodes frequently center on inflation dynamics, central bank policy, energy shocks, and trade, with regular forays into technology-driven productivity, AI's impact on markets, and the evolving role of tokenization and financial market infrastructure. Unique angles include in-depth scenario planning around events like Strait of Hormuz disruptions, cross-border trade realignments, and the intersection of geopolitics with energy and commodities. The show tends to pair regional and global macro perspectives with practical implications for businesses, investors, and policymakers, making it e... more

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Which podcasts are similar to HSBC Global Viewpoint?

These podcasts share a similar audience with HSBC Global Viewpoint:

1. At Any Rate
2. Exchanges
3. Global Data Pod
4. UBS On-Air: Market Moves
5. Making Sense

How many episodes of HSBC Global Viewpoint are there?

HSBC Global Viewpoint launched 6 years ago and published 649 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on HSBC Global Viewpoint?

Recent guests on HSBC Global Viewpoint include:

1. Liz Martins
2. Ricky Seo
3. Jamie Culling
4. Simon Wells
5. Michael Arougheti
6. Fred Newman
7. Chris Hare
8. Dmitry Shevelenko

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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