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HSBC Global Viewpoint

HSBC
China
Artificial Intelligence
Tariffs
Inflation
Emerging Markets
United States
Global Trade
India
Asia
Asian Markets
US Tariffs
Hong Kong
Gold
Vietnam
US Dollar
Electric Vehicles
ASEAN
Interest Rates
UK Economy
Fiscal Policy

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

PublishesDailyEpisodes624Founded6 years ago
Number of ListenersCategories
BusinessBusiness NewsNewsInvesting

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Artwork for HSBC Global Viewpoint

Latest Episodes

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.

Click here for appropriate Disclosures, including analyst c... more

This episode of HSBC’s Perspectives series features Valérie Urbain, CEO, Euroclear. In conversation with Adam Bothamley, Global Head of Debt Capital Markets, HSBC, Valérie shares her perspective on what it will take for tokenisation to scale in globa... more

YouTube

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.

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

YouTube

As Presidents Trump and Xi prepare to meet face-to-face in Beijing, Fred and Herald ask Chief China Economist Jing Liu what she'll be looking out for during the summit.

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

YouTube

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Recent Guests

Valérie Urbain
CEO of Euroclear Group
Euroclear
Episode: Perspectives: Tokenisation and trust
Alastair Pinder
Head of Emerging Markets and Global Equity Strategy
HSBC Global Investment Research
Episode: The Macro Brief – Three eye-opening AI stats
Michael Froman
Ambassador Michael Froman, President of the Council on Foreign Relations
Council on Foreign Relations
Episode: Perspectives: The rewiring of global trade
Kenneth Rogoff
Professor of Economics and Public Policy, Harvard University; former IMF Chief Economist
Harvard University; IMF
Episode: Perspectives: Beyond the dollar
Dr. Pippa Malmgren
Geopolitical analyst, former White House economic adviser
Independent analyst / author
Episode: Perspectives: The age of abundance
Charlene Liu
Head of China Internet Research
HSBC Global Investment Research, Hong Kong
Episode: Under the Banyan Tree - How is China using agentic AI?
Janet Yellen
Former United States Secretary of the Treasury and former Fed Chair
Federal Reserve; U.S. Treasury
Episode: Perspectives: Inside the Fed
Amos Hochstein
Advisor, former senior advisor to two US presidents; currently with TWG Global
TWG Global
Episode: Perspectives: Energy shocks and security
Paul Bloxham
Chief Economist for Global Commodities, Australia and New Zealand
HSBC
Episode: The Macro Brief – Fuel, food and fertilisers

Hosts

Piers Butler
Host of Macro Brief / HSBC Global Investment Research
Fred Newman
Chief Asia Economist

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#173
United Kingdom/Business/Investing
Apple Podcasts
#43
India/Business/Investing
Apple Podcasts
#60
Hong Kong/Business/Investing
Apple Podcasts
#68
Denmark/Business/Investing
Apple Podcasts
#116
Sweden/Business/Investing
Apple Podcasts
#140
India/Business
Apple Podcasts
#176
Hong Kong/Business
Apple Podcasts
#195
Singapore/Business/Investing
Apple Podcasts
#196
United Arab Emirates/Business/Investing
Apple Podcasts
#204
Denmark/Business
Apple Podcasts
#211
South Korea/Business/Investing
Apple Podcasts
#217
Mexico/Business/Investing
Apple Podcasts
#222
South Africa/Business/Investing
Apple Podcasts
#244
Russia/Business/Investing
Apple Podcasts
#245
Japan/Business/Investing
Apple Podcasts
#247
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Under the Banyan Tree – US, China and more chocolate cake?
Q: What is the single most important thing you will be looking out for at the upcoming Trump-Xi meeting?
The most important signal is whether there will be indications of future meetings and continued high-level engagement, which would signal a willingness to maintain dialogue and potentially address outstanding issues over time.
Perspectives: The rewiring of global trade
Q: What are the implications of rising tariffs for businesses and the broader economy?
Tariffs create higher costs and uncertainty, incentivizing firms to reassess supply chains, potentially reshoring some production or regionalizing, and they may be selectively reduced if affordable; the economic narrative around globalization needs clearer articulation to public understanding.
Perspectives: The rewiring of global trade
Q: How would you describe the current architecture of global trade and its likely evolution?
The system has moved from a single, multilateral framework toward fragmented blocs and coalitions with trust and national security concerns guiding partnerships; while the US may avoid broad new rounds, it will collaborate around critical minerals and trusted supply chains.
Perspectives: Beyond the dollar
Q: From their point of view, what early signs of this de-dollarization concerns you the most? And could they be reversible?
The guest argues that dollar dominance is being challenged by strategic moves from China and Europe to build parallel financial ecosystems, including opening Chinese debt markets and developing alternative settlement mechanisms, with reversibility unlikely if these efforts become deeply entrenched.
Perspectives: Beyond the dollar
Q: For listeners who might not be aware, can you explain the thinking behind Our Dollar, Your Problem, and how you saw this play out in real world policy discussions?
The guest outlines the historical shift from a gold-backed system to a dollar-centric international framework, explains how post-World War II arrangements pegged many currencies to the dollar, and describes the gradual unraveling that began in the 1970s, setting the stage for today's dollar-dominant yet evolving system.

Audience Metrics

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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?

This show delivers concise, issue-focused conversations at the intersection of macroeconomics, markets, and global trade, with a heavy emphasis on Asia, China, energy, and policy-driven developments that move capital and supply chains. Episodes routinely feature HSBC researchers and industry analysts discussing how факторs like energy shifts, central bank policy, geopolitical tensions, and sustainability initiatives shape investment strategies, currency moves, and regional growth. A standout trait is the mix of high-level macro framing with tangible market implications, often tying insights to sectoral impacts (oil, shipping, consumer markets, and infrastructure) and actionable research notes for business leaders and investors.

A notable s... 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. The Markets
3. Global Data Pod
4. Making Sense
5. Exchanges

How many episodes of HSBC Global Viewpoint are there?

HSBC Global Viewpoint launched 6 years ago and published 624 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. Valérie Urbain
2. Alastair Pinder
3. Michael Froman
4. Kenneth Rogoff
5. Dr. Pippa Malmgren
6. Charlene Liu
7. Janet Yellen
8. Amos Hochstein

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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