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Artwork for The Macro Brief by HSBC Global Research

The Macro Brief by HSBC Global Research

HSBC Global Research
Artificial Intelligence
China
India
Productivity
Federal Reserve
European Gas Market
Inflation
United States
Healthcare
European Economy
Hong Kong
US Presidential Election
Gold
European Central Bank
Fiscal Policy
International Trade
Infrastructure
Urbanization
Mexico
Vietnam

A weekly update on key macro issues influencing developed and emerging markets around the world. Our economists, strategists and analysts share their insights, views and ideas to help guide your outlook. Subscribe now.

For more from HSBC Global Research, email us at AskResearch@hsbc.com

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PublishesWeeklyEpisodes122Founded3 years ago
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Artwork for The Macro Brief by HSBC Global Research

Latest Episodes

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.

For more content from HSBC Global Investment Research, just search for #HSBCResearch o... more

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.

For more content from HSBC Global Investment Research, just search for #HSBCResearch on Link... more

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.

For more content from HSBC Global Investment Re... more

Liz Martins, Senior UK Economist, and Nick Andrews, Senior FX Strategist, talk through the key takeaways from the UK's highly anticipated budget.

For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And do... more

Key Facts

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Recent Guests

Joseph Incalcaterra
Head of Latam Macro Strategy
HSBC Global Investment Research
Episode: The LatAm low-down with Joseph Incalcaterra
Alastair Pinder
Head Emerging Markets and Global Equity Strategist
HSBC Global Research
Episode: Pricing tariff risks
Paul Bloxham
Chief Economist for Australia, New Zealand, and Global Commodities
HSBC Global Research
Episode: Commodities, tariffs & trade
Pranjul Bhandari
Chief India Economist
HSBC Global Research
Episode: India’s global integration
Paul Mackel
Global Head of FX Research
HSBC Global Research
Episode: Dollar distrust
Liz Martins
Senior UK Economist
HSBC Global Research
Episode: Looking for good news in the UK
Fred Neumann
Chief Asia Economist at HSBC Global Research, also co-host of the podcast Under the Banyan Tree
HSBC Global Research
Episode: All about Asia
Daragh Maher
Senior FX Strategist at HSBC
HSBC Global Research
Episode: Currency asymmetry
James Rydge
Head of ESG Research for EMEA
HSBC Global Research
Episode: Climate conversations with UK corporates

Hosts

Piers Butler
Host of The Macro Brief, likely providing insights and moderating discussions on macroeconomic topics.
Aline van Duyn
Global Head of Editorial and Multimedia at HSBC Global Investment Research, contributing to the discussions with macroeconomic insights.

Chart Rankings

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

Apple Podcasts
#183
Germany/Business/Investing
Apple Podcasts
#129
Hong Kong/Business/Investing
Apple Podcasts
#147
Indonesia/Business/Investing
Apple Podcasts
#192
Singapore/Business/Investing
Apple Podcasts
#201
Japan/Business/Investing
Apple Podcasts
#245
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The US in 2026
Q: How does the AI boom impact the monetary policy outlook for the US in 2026?
The AI boom is expected to boost GDP growth, providing a direct impact through increases in capital expenditures. It raises important questions about future productivity growth, which will influence monetary policy.
The UK's budget tightrope
Q: Can I also ask, I mean, it was widely trailed amongst other budget measures about the sort of productivity growth forecasts?
The forecasts have been disappointingly low for years, with the Office for Budget Responsibility lowering expectations moving forward.
The UK's budget tightrope
Q: So with the pressure on, what reception did it receive?
The budget was received better than expected as Chancellor Rachel Reeves ticked the necessary boxes to satisfy both the bond market and the Labour Party.
The AI effect
Q: Is the US more to do with regulation and wanting it in place first?
Yes, Europe has a more cautious approach related to regulations and concerns over data privacy, which is hindering AI adoption.
The AI effect
Q: How sentiment is developing in Europe versus the US?
Sentiment in Europe is positive but more muted compared to the US, where AI adoption is leading to significantly better performance.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About The Macro Brief by HSBC Global Research

What is The Macro Brief by HSBC Global Research about and what kind of topics does it cover?

The focus is on macroeconomic issues affecting both developed and emerging markets, with discussions ranging from global capital expenditure trends to the implications of digital finance and inflation. Noteworthy elements include insights from leading economists and analysts who explore subjects such as U.S. tariffs, the impact of AI on economic strategies, and the complexities of monetary policy in different countries. Episodes provide listeners with an informed perspective on current economic events, making it useful for professionals seeking to understand market dynamics and investment opportunities.

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Which podcasts are similar to The Macro Brief by HSBC Global Research?

These podcasts share a similar audience with The Macro Brief by HSBC Global Research:

1. At Any Rate
2. Under the Banyan Tree by HSBC Global Research
3. Making Sense
4. The Markets
5. Exchanges

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The Macro Brief by HSBC Global Research launched 3 years ago and published 122 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 The Macro Brief by HSBC Global Research?

Recent guests on The Macro Brief by HSBC Global Research include:

1. Joseph Incalcaterra
2. Alastair Pinder
3. Paul Bloxham
4. Pranjul Bhandari
5. Paul Mackel
6. Liz Martins
7. Fred Neumann
8. Daragh Maher

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