All Episodes
The Macro Brief by HSBC Global Research — 151 episodes
Competing US narratives
The UK's new team
Competing global forces
Europe’s dovish turn?
Looking beyond Hormuz
The Fed under new management
The ECB’s next move
State of US tariffs
Future healthcare in focus
Rate rises on the radar
Three eye-opening AI stats
Containers and crude
What will a Warsh Fed look like?
Fuel, food and fertilisers
Talking points from - HSBC Global Investment Summit
Tracking economic disruption
The dollar bounces back
Shock to the system
Testing emerging market resilience
LatAm’s moment?
The Middle East: energy and shipping
What do Europe and the weather have in common?
The USD’s struggle
Can AI replace software?
From Frankfurt to Threadneedle Street
The Fed in focus
The case for emerging markets
Global tech trends
The global economy in 2026
Digital assets in 2026
The US in 2026
Where next for AI?
The UK's budget tightrope
Top questions for currencies in 2026
The AI effect
The next game-changing technologies
Rates, shutdowns and bubbles
Top global talking points
Tech supremacy
The LatAm low-down with Joseph Incalcaterra
Europe on a mission
Market resilience amid global risks
Understanding digital money
US rate cuts & spending gluts
The UK’s perfect storm
How AI can mitigate tariff costs
Payback time?
Transatlantic tariff truce
Pricing tariff risks
What bananas are telling us about the global economy
The big, beautiful, US edition
Guarding against complacency
The A to Z of crypto
Rising risks
Globetrotting
Commodities, tariffs & trade
India’s global integration
Who owns the US?
Dollar distrust
Getting Germany going
Looking for good news in the UK
Going for gold
Tariffs take their toll
Assessing the tariff turmoil
Turning up the tariffs
Talking points from the HSBC Global Investment Summit
How well do you understand AI?
Shifting market narratives
All about Asia
Currency asymmetry
Europe and tariffs
The UK’s growth problem
Tariff turbulence
Is Europe past ‘peak pessimism’?
Bracing for tariffs
Oil’s tug-of-war
Putting AI through its paces
Our 2025 global economic outlook
Why investors are turning more cautious on EM assets
The cyber safety net
The dollar bubble inflates
Earnings learnings
Europe's opportunities
Global hot topics
Climate conversations with UK corporates
Oil price pressures
The gold rush
Emerging markets get a boost
Our global outlook at the tail end of '24
The Fed goes big
The ECB’s hawkish cut
Counting down to cuts
After the sell-off
Summer sustainability
How to price emerging markets
What's driving bonds?
Climate risks in the G20
Global economic update
A conversation about currencies
European election fever
The ECB moves ahead of the Fed
The good, the bad and the ugly of AI
The UK gears up for an election
Europe’s gas turnaround
Gold's surprising surge
Funding the Future
The US election and trade
Why AI, aircons and fridges are feeling the heat
Two big themes at the HSBC Global Investment Summit
Has Europe turned a corner?
Ready for rate cuts?
Shifting supply chains
Can cities absorb a billion people?
The UK’s narrow margins
AI: risks, rewards and regulations
Countdown to the US elections
Solving the productivity puzzle
The baby bust intensifies
Timing of rate cuts
To cut or not to cut?
The allure of AI
Talking Trade
The global economy in 2024
EM cash looking for catalysts
Funding the future revisited
Net zero gamechangers
The UK's spending spree
A glimpse into 2024
Risks and equity markets
The hype around hydrogen
The UK’s holding pattern and the USD’s false summit
Europe's inflation fight
Forces for growth in India and Indonesia
EM’s rough ride
What next for the global economy?
Oil's surge
The UK's tough choices
Return of the King dollar
The future of work
Funding the future
A tale of two central banks
At the peak?
What next for emerging markets?
Supply chains, energy outlook, ESG sentiment
Where in the world is inflation not a problem?
The global economic outlook
Inflation headaches and China challenges
EM investor attitudes, the rise of the drones, central bank update
China’s recovery, the Fed's outlook, dollar drivers
EM FX gets a dose of reality, Germany enters recession, Europe’s data surprises
European hikes, US debt limit, China’s recovery