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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

Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https:... more

PublishesWeeklyEpisodes113Founded2 years ago
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ManagementInvestingBusiness

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Artwork for The Macro Brief by HSBC Global Research

Latest Episodes

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 Li... more

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.

For more content from HSBC Global Investment Research, just search fo... more

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 #HSBC... more

Janet Henry, Global Chief Economist, looks at how the world economy is muddling through despite substantial challenges, while Ali Cakiroglu, Emerging Markets Strategist, explains why investors are becoming more bullish on EM assets.

For more content ... 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 of emerging markets and global equity strategist.
HSBC Global Investment Research
Episode: How AI can mitigate tariff costs
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
Janet Henry
Chief Global Economist at HSBC
HSBC Global Research
Episode: Our 2025 global economic outlook

Hosts

Janet Henry
Global Chief Economist at HSBC
Piers Butler
Host of The Macro Brief

Chart Rankings

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

Apple Podcasts
#170
United Kingdom/Business/Investing
Apple Podcasts
#50
Hong Kong/Business/Investing
Apple Podcasts
#100
Ukraine/Business/Investing
Apple Podcasts
#123
India/Business/Investing
Apple Podcasts
#126
Hong Kong/Business
Apple Podcasts
#191
Taiwan/Business/Investing
Apple Podcasts
#191
Argentina/Business/Investing
Apple Podcasts
#212
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The LatAm low-down with Joseph Incalcaterra
Q: Can you give us a quick update on Argentina?
President Malay's reform agenda faces challenges following negative electoral outcomes, but the reform trajectory is expected to remain in place with increasing risks.
The LatAm low-down with Joseph Incalcaterra
Q: What are the main risks that people should be focused on regarding Brazil?
The main risk centers around the elections next year and the potential impact on fiscal issues and local growth.
The LatAm low-down with Joseph Incalcaterra
Q: What were your takeaways from your recent visit to Brazil?
The mood amongst investors is cautiously optimistic, as they hosted a successful conference exploring local themes and linkages with Asia.
Europe on a mission
Q: Why is UK inflation proving to be much more stubborn?
The UK has faced one-off issues including high wage growth and regulatory price rises, along with a long-term tendency for higher inflation.
Europe on a mission
Q: How did the ECB manage to bring inflation under control?
The ECB managed to reduce inflation quickly and with little economic cost due to its independent monetary regime and the reversal of an energy shock.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
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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?

Recent episodes feature in-depth discussions on current macroeconomic themes, examining both developed and emerging markets. Topics range from geopolitical tensions and their impacts on financial markets to the role of tariffs and cryptocurrencies in shaping economic landscapes. Unique insights from leading economists, strategists, and analysts provide valuable perspectives on the implications of fiscal and monetary policies, global trade dynamics, and inflation trends, making it beneficial for professionals in finance and investment sectors seeking to stay informed on pressing economic issues. The focus on tangible data analysis and expert insights likely resonates with an audience eager to understand the complexities of global economics a... more

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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. Global Data Pod
3. Macro Hive Conversations With Bilal Hafeez
4. The Macro Trading Floor
5. Under the Banyan Tree by HSBC Global Research

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The Macro Brief by HSBC Global Research launched 2 years ago and published 113 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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