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Oct 31, 2025 18 min

The Macro Brief – Rates, shutdowns and bubbles

from HSBC Global Viewpoint Hosted by HSBC Zencastr

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. Disclaimer: https://www.research.hsbc.com/R/101/xfXR9xh Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

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The Macro Brief – Rates, shutdowns and bubbles

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