Afleveringen
-
Janet Henry, Chief Global Economist, weighs up the impact of widely anticipated fiscal policy shifts on growth and inflation, and the challenges for the world's central bankers.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/hNcXcdr
Hosted on Acast. See acast.com/privacy for more information.
-
Murat Ulgen, Global Head of Emerging Markets Research, talks with Piers Butler about the concerns of emerging market investors as they head into 2025.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/XfqHMGp
Hosted on Acast. See acast.com/privacy for more information.
-
Zijn er afleveringen die ontbreken?
-
With cyber attacks becoming more frequent and sophisticated, Stephen Bersey, Head of US Technology Research, assesses the fast-growing cybersecurity sector – and offers some tips to stay safe online.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/qmbTrnb
Hosted on Acast. See acast.com/privacy for more information.
-
Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 currencies.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RGNmNKK
Hosted on Acast. See acast.com/privacy for more information.
-
Mark McDonald, Head of Data Science and Analytics, outlines what our AI-driven analysis of earnings call transcripts tells us about the key themes in this reporting season.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/MprXJBW
Hosted on Acast. See acast.com/privacy for more information.
-
With Europe’s economy having lagged the US’s for decades, Simon Wells, Chief European Economist, explains why there are reasons to be more optimistic over the longer term.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/jmPQNCJ
Hosted on Acast. See acast.com/privacy for more information.
-
Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Fred Neumann, Paul Mackel and Murat Ulgen discuss the key questions facing the global economy, China, currencies, and emerging markets.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/DFtwWRK
Hosted on Acast. See acast.com/privacy for more information.
-
James Rydge, Head of ESG Research in EMEA, gives an insight into his discussions with UK companies about how they are trying to achieve their climate and sustainable growth ambitions.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/d6tnRtc
Hosted on Acast. See acast.com/privacy for more information.
-
With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/cntDm9L
Hosted on Acast. See acast.com/privacy for more information.
-
James Steel, Chief Precious Metals Analyst, puts gold’s surge to record price levels in a historical context and considers whether the rally is likely to continue.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rR6p7SR
Hosted on Acast. See acast.com/privacy for more information.
-
Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JjchhxQ
Hosted on Acast. See acast.com/privacy for more information.
-
Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lScnbwd
Hosted on Acast. See acast.com/privacy for more information.
-
We look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with Ryan Wang, US Economist, and Alastair Pinder, Head Emerging Markets and Global Equity Strategist.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pMGK9cD
Hosted on Acast. See acast.com/privacy for more information.
-
We catch up with Fabio Balboni, Senior European Economist, to discuss the latest ECB rate cut and the prospects for further policy easing.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wzgVqRP
Hosted on Acast. See acast.com/privacy for more information.
-
With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cycles with Ryan Wang, US Economist, and Chris Hare, Senior European Economist.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FhSSRSh
Hosted on Acast. See acast.com/privacy for more information.
-
We examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/mNDKppk
Hosted on Acast. See acast.com/privacy for more information.
-
We catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wvTGvWx
Hosted on Acast. See acast.com/privacy for more information.
-
Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fVFFhf9
Hosted on Acast. See acast.com/privacy for more information.
-
Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhshHRp
Hosted on Acast. See acast.com/privacy for more information.
-
James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition.
For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.
Email us at [email protected] for any questions.
Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fQdgvVF
Hosted on Acast. See acast.com/privacy for more information.
- Laat meer zien
