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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 updates 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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PublishesWeeklyEpisodes90Founded2 years ago
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InvestingManagementBusiness

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Artwork for The Macro Brief by HSBC Global Research

Latest Episodes

James Steel, Chief Precious Metals Analyst, looks at what’s behind gold’s surge to record highs and considers where prices could go from here.

For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to foll... more

Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, assess how US tariffs and heightened uncertainty could affect growth, inflation, and monetary policy.

For more content from HSBC Global Research, follow us on LinkedIn: ... more

Janet Henry, Chief Global Economist, and Murat Ulgen, Global Head of Emerging Markets Research, examine the fallout from US tariffs and how policymakers could respond.

For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch.... more

Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy.

For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't ... more

Key Facts

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Recent Guests

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
Murat Ulgen
Global Head of Emerging Markets Research
HSBC Global Research
Episode: Why investors are turning more cautious on EM assets
James Rydge
Head of ESG Research for EMEA
HSBC Global Research
Episode: Climate conversations with UK corporates
James Steel
Chief Precious Metals Analyst
HSBC Global Research
Episode: The gold rush
Janet Henry
Global Chief Economist
HSBC Global Research
Episode: Global economic update
Simon Wells
Chief European economist
HSBC Global Research
Episode: European election fever
Chantana Sam
Economist for France and Switzerland
HSBC Global Research
Episode: European election fever
James Pomeroy
Global economist and one of the lead authors of the AI report
HSBC Global Research
Episode: The good, the bad and the ugly of AI

Host

Piers Butler
Host and co-host featuring insights from various economists and financial analysts at HSBC Global Research, engaging in discussions about global economic trends and investment strategies.

Chart Rankings

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

Apple Podcasts
#176
United Kingdom/Business/Investing
Apple Podcasts
#115
Italy/Business/Investing
Apple Podcasts
#170
Australia/Business/Investing
Apple Podcasts
#27
United Arab Emirates/Business/Investing
Apple Podcasts
#58
Mexico/Business/Investing
Apple Podcasts
#74
Hong Kong/Business/Investing
Apple Podcasts
#88
India/Business/Investing
Apple Podcasts
#95
United Arab Emirates/Business
Apple Podcasts
#96
Argentina/Business/Investing
Apple Podcasts
#116
Israel/Business/Investing
Apple Podcasts
#148
Singapore/Business/Investing
Apple Podcasts
#177
Austria/Business/Investing
Apple Podcasts
#197
Hong Kong/Business
Apple Podcasts
#200
Denmark/Business/Investing
Apple Podcasts
#205
Mexico/Business
Apple Podcasts
#246
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Assessing the tariff turmoil
Q: Would you agree with the view that there will be a bigger fallout on US growth than on inflation?
Yes, the Fed is currently in a wait and see mode, anticipating rate cuts due to unemployment rising.
Assessing the tariff turmoil
Q: How do you see the inflation variation across the emerging economies?
It's a mixed picture where energy prices coming down might offset some inflationary impacts from tariffs.
Talking points from the HSBC Global Investment Summit
Q: Do you think China has rebounded to being an attractive investment opportunity?
Fred Neumann noted a significant shift where investors now view China more positively, especially in its technology sector, despite previous economic challenges.
Talking points from the HSBC Global Investment Summit
Q: What did Janet Henry mean by lowering their global economics forecast?
She indicated that forecasts were revised downwards due to impacts from tariffs and weaker growth projections in certain regions, particularly Europe and North America.
Turning up the tariffs
Q: What's one key thing that you'll be watching out for in the coming days regarding the new tariffs?
I will watch how the negotiations evolve and what specific tariffs get implemented on the scheduled dates.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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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 content covers vital macroeconomic trends shaping the global economic landscape, focusing on both developed and emerging markets. Topics discussed frequently include monetary policy, geopolitical risks, trade dynamics, inflation trends, and sector-specific insights, particularly from industries like oil, technology, and emerging economies. The episodes feature various economists, strategists, and analysts offering nuanced assessments, helping listeners navigate complex topics with informed perspectives. Noteworthy is the emphasis on the intersection of economic policy and real-world implications, making this a valuable resource for investors and industry professionals seeking guidance on economic outlooks.

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

1. At Any Rate
2. Global Data Pod
3. Goldman Sachs The Markets
4. The Macro Trading Floor
5. UBS On-Air: Market Moves

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The Macro Brief by HSBC Global Research launched 2 years ago and published 90 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. Fred Neumann
2. Daragh Maher
3. Murat Ulgen
4. James Rydge
5. James Steel
6. Janet Henry
7. Simon Wells
8. Chantana Sam

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