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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
China
Federal Reserve
Emerging Markets
UK Economy
India
United States
European Central Bank
Global Economy
Bank Of England
Germany
Gold
S&P 500
US Dollar
Fiscal Policy
Interest Rates
Monetary Policy
European Economy

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

PublishesWeeklyEpisodes151Founded3 years ago
Number of ListenersCategories
ManagementInvestingBusiness

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Artwork for The Macro Brief by HSBC Global Research

Latest Episodes

Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials.

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

Liz Martins, Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister.

For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to foll... more

James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand.

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

Simon Wells, Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table.

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

Key Facts

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Recent Guests

Fred Newman
Chief Asia economist, host of Under the Banyan Tree
HSBC Global Research
Episode: The Fed under new management
Rajesh Kumar
Head of Life Sciences and Healthcare Equity Research
HSBC Global Investment Research
Episode: Future healthcare in focus
Simon Wells
Chief European Economist
HSBC Global Research
Episode: Rate rises on the radar
Alastair Pinder
Head of Emerging Markets and Global Equity Strategy
HSBC Global Investment Research
Episode: Three eye-opening AI stats
Shanella Rajanayagam
Trade Economist
HSBC Global Research
Episode: Containers and crude
Saul Martinez
Head of US Financials Research
HSBC Global Research
Episode: What will a Warsh Fed look like?
James Pomeroy
Global Economist at HSBC
HSBC Global Investment Research
Episode: Tracking economic disruption
Pranjul Bhandari
Chief India Economist at HSBC
HSBC Global Investment Research
Episode: Tracking economic disruption
Ali Cakiroglu
Senior Emerging Market Strategist
HSBC Global Research
Episode: Testing emerging market resilience

Hosts

Piers Butler
Host with HSBC Global Research/HSBC Global Investment Research background
Aline van Dijn
Host of The Macro Brief with focus on HSBC Global Research/HSBC Global Investment Research

Chart Rankings

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

Apple Podcasts
#160
United Kingdom/Business/Investing
Apple Podcasts
#228
Italy/Business/Investing
Apple Podcasts
#32
Indonesia/Business/Investing
Apple Podcasts
#73
Singapore/Business/Investing
Apple Podcasts
#105
Netherlands/Business/Investing
Apple Podcasts
#137
Indonesia/Business
Apple Podcasts
#144
South Korea/Business/Investing
Apple Podcasts
#157
Singapore/Business
Apple Podcasts
#223
Hong Kong/Business/Investing
Apple Podcasts
#243
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Competing global forces
Q: What is driving global growth and which economies are faring best or worst?
Growth is being supported by AI-related investment and resilient consumer spending in the US, while Europe lags; oil price path and the Strait of Hormuz dynamics are key downside/upside drivers in the near term.
The UK's new team
Q: What fiscal constraints are shaping the new administration's room to maneuver?
The main constraints are high debt servicing costs and the need to balance fiscal rules, which limit options for new spending, tax changes, or welfare cuts without impacting market perceptions.
The UK's new team
Q: What is the core argument for devolving power to local authorities?
The core argument is that giving power to local mayors and authorities creates an incentive to grow, compete for investment, and deliver local projects, with the rewards and decision-making tied to the region's own outcomes.
Europe’s dovish turn?
Q: What regional differences are you seeing within Europe that listeners should watch for in the second half of the year?
Spain and Italy may continue to benefit from delayed use of EU funds, while Germany's infrastructure and defense-related spending interacts with a slower overall growth environment, creating divergence within the Euro area.
Europe’s dovish turn?
Q: How does fiscal policy influence the ECB's rate path in the coming year, especially with respect to growth headwinds?
Fiscal policy is shifting from a tailwind to a headwind as expansionary measures wane, which could reduce the justification for further hikes and support a softer policy stance.

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 show delivers weekly macro insights across developed and emerging markets, with a strong emphasis on policy shifts, inflation dynamics, energy markets, and global trade. Episodes frequently feature HSBC researchers and guests who unpack tariff developments, healthcare and AI-driven disruption, commodity shocks, and currency dynamics, translating complex macro themes into actionable implications for investors and business leaders. A notable pattern is the blend of scenario-based analysis and timely market color, often tying policy developments to real-world outcomes like trade flows, equity markets, and FX trends. The format tends to mix rigorous macro analysis with practical takeaways, making it useful for listeners who need to underst... more

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1. Under the Banyan Tree by HSBC Global Research
2. At Any Rate
3. FICC Focus
4. UBS On-Air: Market Moves
5. Global Data Pod

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The Macro Brief by HSBC Global Research launched 3 years ago and published 151 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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Recent guests on The Macro Brief by HSBC Global Research include:

1. Fred Newman
2. Rajesh Kumar
3. Simon Wells
4. Alastair Pinder
5. Shanella Rajanayagam
6. Saul Martinez
7. James Pomeroy
8. Pranjul Bhandari

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