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HSBC Global Viewpoint

HSBC
China
Artificial Intelligence
Inflation
Tariffs
Emerging Markets
Global Trade
India
United States
Asia
Asian Markets
US Tariffs
Hong Kong
Gold
US Dollar
Vietnam
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

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Latest Episodes

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.

Click here for ap... more

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.

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

YouTube

Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Malacca, which is key to the shipping of critical minerals used in the energy transition.

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Recent Guests

Fred Newman
Chief Asia Economist at HSBC; host of Under the Banyan Tree
HSBC
Episode: The Macro Brief - The Fed under new management
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
Joe Lubin
Founder of Ethereum; CEO of ConsenSys
ConsenSys / Ethereum
Episode: Perspectives: The confluence of TradFi and DeFi
Malcolm Gladwell
Award-winning author
Episode: Perspectives: Trust and leadership in the age of AI
Rajesh Kumar
Head of Life Sciences and Healthcare Equity Research
HSBC
Episode: The Macro Brief – Future healthcare in focus
Christine Healy
President and CEO of Northland Power
Northland Power
Episode: Perspectives: The new energy system
Ines Lam
Asia economist
HSBC Global Investment Research
Episode: Under the Banyan Tree – Asia remittances: a quiet cost from the Gulf
Yie-Hsin Hung
CEO State Street Investment Management
State Street Corporation
Episode: Perspectives: Inspiring ambition

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Talking Points

Recent interactions between the hosts and their guests.

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.
The Macro Brief - The Fed under new management
Q: What was the market reaction to the first Warsh-led FOMC?
Markets priced in a more hawkish stance, with several policymakers signaling potential rate hikes, while the overall pace of policy remained uncertain given new communications. The front-end rates adjusted higher, reflecting concerns about inflation trajectories and the Fed's new framework.
Perspectives: Orchestrating AI models
Q: How do you see the multi-model landscape evolving in the near term, say one to three years?
The guest argues that models will become increasingly specialized and that orchestration across models will be crucial; enterprises should invest in data hygiene, robust guardrails, and user-centric design to maximize long-term value as models rapidly change.
Perspectives: Orchestrating AI models
Q: Can you tell us a little bit about Perplexity and how it started?
Dmitry explains that Perplexity began with the goal of reducing hallucinations by grounding models in real-time knowledge and search, evolving into a multi-model platform and now focusing on Perplexity Computer as an end-to-end agentic workflow for enterprise use.
The Macro Brief - The ECB's next move
Q: What do the projections imply for the path of rates this year?
There will likely be follow-up rate increases in July and September, totaling three hikes for the year, with possible reversals next year if the labor market softens.

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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 648 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact HSBC Global Viewpoint?

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What guests have appeared on HSBC Global Viewpoint?

Recent guests on HSBC Global Viewpoint include:

1. Fred Newman
2. Dmitry Shevelenko
3. Julia Hoggett
4. Joe Lubin
5. Malcolm Gladwell
6. Rajesh Kumar
7. Christine Healy
8. Ines Lam

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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