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Artwork for The Macro Brief by HSBC Global Research

The Macro Brief by HSBC Global Research

HSBC Global Research
Inflation
Tariffs
Artificial Intelligence
Federal Reserve
China
Emerging Markets
India
UK Economy
United States
European Central Bank
Global Economy
Gold
S&P 500
Bank Of England
Germany
Oil Prices
US Dollar
Fiscal Policy
Interest Rates
Monetary Policy

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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PublishesWeeklyEpisodes161Founded3 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Artwork for The Macro Brief by HSBC Global Research

Latest Episodes

Shanella Rajanayagam, Senior Trade Economist, assesses whether economies have been successful in de-risking and diversifying their supply chains amid various trade shocks.

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

Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, look at the impact of high bond yields and AI investment on the US economy and global stock markets.

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

From renewable tech to weight-loss drugs to AI-driven savings for consumers, James Pomeroy, Global Economist, outlines the long-term trends he’s watching and their impact on how we track the economy.

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

Ali Cakiroglu, Emerging Markets Strategist, examines the outlook for EM assets as investors weigh geopolitical risks, tightening monetary policy and soaring bond yields.

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

Key Facts

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Recent Guests

Ryan Wang
US economist at HSBC.
HSBC
Episode: Bond yields vs AI
Alastair Pinder
Head of EM and Global Equity Strategist at HSBC.
HSBC
Episode: Bond yields vs AI
James Pomeroy
Global economist
HSBC Global Research
Episode: Breaking the data
Ali Cakiroglu
Emerging Market Strategist
HSBC Global Research
Episode: EM bulls have cash to splash
Janet Henry
Global Chief Economist, HSBC Global Research
HSBC Global Research
Episode: Global crosscurrents intensify
Pranjul Bhandari
Chief Economist for India
HSBC Global Research
Episode: India in focus
James Steel
Chief Precious Metals Analyst, veteran gold watcher
HSBC Global Research
Episode: Gold’s rollercoaster ride
Dhiraj Narula
US. Rate Strategist at HSBC
HSBC Global Research
Episode: Crunch time for US interest rates
Shiva Joon
Data Scientist
HSBC Global Research
Episode: The AI ascendency

Hosts

Piers Butler
Host centered on macro themes and investment research, with involvement across HSBC Global Investment Research.
Aline van Duyn
Host focusing on macro and market dynamics, with cross-asset perspectives.
Peter Stegel
Host bringing macro and regional market analysis, coordinating discussions with multiple guests.

Chart Rankings

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

Apple Podcasts
#155
United Kingdom/Business/Investing
Apple Podcasts
#48
United Arab Emirates/Business/Investing
Apple Podcasts
#50
Argentina/Business/Investing
Apple Podcasts
#61
Switzerland/Business/Investing
Apple Podcasts
#88
Indonesia/Business/Investing
Apple Podcasts
#94
India/Business/Investing
Apple Podcasts
#128
Hong Kong/Business/Investing
Apple Podcasts
#197
United Arab Emirates/Business
Apple Podcasts
#202
South Korea/Business/Investing
Apple Podcasts
#207
Argentina/Business
Apple Podcasts
#210
Hong Kong/Business
Apple Podcasts
#213
Switzerland/Business
Apple Podcasts
#232
Indonesia/Business
Apple Podcasts
#238
Mexico/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Bond yields vs AI
Q: What's your view?
On the housing market, Ryan Wang says higher rates affect both demand and supply. Owners with low fixed-rate mortgages are reluctant to sell, while high mortgage costs weigh on buyers; this has helped keep national house prices firm.
Bond yields vs AI
Q: What's going on in the US economy that is pushing yields higher?
Ryan Wang cites resilient economic growth, elevated inflation, rapid AI-related investment and persistent large federal budget deficits as factors contributing to higher long-term interest rates.
EM bulls have cash to splash
Q: Which region is standing out in the current survey and why?
Latin America is the standout region, with positive sentiment across asset classes, supported by favorable growth-inflation dynamics, valuations, and a perception of resilience compared with other regions.
EM bulls have cash to splash
Q: How do investors view AI's role in EM prospects?
Investors see AI as a positive catalyst for EM growth beyond a simple US-centric story, with the majority expecting a positive impact on EM outlook and regional exposure favoring AI-adjacent growth in places like Taiwan, Korea, and mainland China.
EM bulls have cash to splash
Q: What is the biggest shift in risk priorities since the last EM Sentiment Survey?
Geopolitics has overtaken tariffs and trade tensions as the top risk, driven by broader geopolitical tensions and their implications for inflation, growth, and policy, making investors more cautious about the global backdrop.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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?

This program delivers concise macro insights from HSBC Global Research, focusing on how major economies and markets interact amid policy shifts, geopolitical developments, and evolving tech themes like artificial intelligence. Recent episodes emphasize inflation dynamics, central bank signaling, and yield trajectories, often anchored by deep-dive analysis from HSBC economists and strategists across economics, fixed income, and equity markets. A distinctive thread across episodes is the integration of AI-driven investment patterns and productivity trends with traditional macro narratives, plus timely examinations of energy markets, trade policy, and currency moves. The show regularly features globally scoped perspectives (US, Europe, UK, Asi... more

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2. Exchanges
3. The Markets
4. At Any Rate
5. Global Data Pod

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The Macro Brief by HSBC Global Research launched 3 years ago and published 161 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. Ryan Wang
2. Alastair Pinder
3. James Pomeroy
4. Ali Cakiroglu
5. Janet Henry
6. Pranjul Bhandari
7. James Steel
8. Dhiraj Narula

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