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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
Vietnam
Mexico

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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Artwork for The Macro Brief by HSBC Global Research

Latest Episodes

James Pomeroy, Global Economist at HSBC, looks at three technologies that could dramatically transform the economy in the longer term - humanoid robots, autonomous driving and quantum computing.

For more content from HSBC Global Investment Research, ... more

In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed’s next move, the impact of the government shutdown and fears of an AI bubble.

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

Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more.

For more content from HSBC Global Investment Research, ju... more

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

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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
Simon Wells
Chief European Economist
HSBC Global Investment Research
Episode: Europe on a mission
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

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

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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.

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

How many episodes of The Macro Brief by HSBC Global Research are there?

The Macro Brief by HSBC Global Research launched 2 years ago and published 117 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. Simon Wells
3. Alastair Pinder
4. Paul Bloxham
5. Pranjul Bhandari
6. Paul Mackel
7. Liz Martins
8. Fred Neumann

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