Jul 30

A watershed moment for Chinese chipmakers?

In the week of CXMT's record-setting IPO, Herald sits down with Frank Lee and Ines Lam to discuss how the company emerged and what its rise could mean for the competitive landscape in Asian memory making.For more content from HSBC Global Investment Research, follow us on LinkedIn ... Show More

15m 27s

Jul 23

Samsung's billions and a long hands-free drive

Herald returns to the studio alongside Prerna Garg to talk through our latest collection of quirky facts and surprising stats from the world of Asian equities.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow o ... Show More

12m 44s

Jul 16

The surging demand for Asia's AI hardware

Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware. For more content from HSBC Global Investment Res ... Show More

17m 20s

Oct 2025

Europe on a mission

Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't ... Show More

13m 5s

Jun 2025

Commodities, tariffs & trade

Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices.For more content from HSBC Global Research, follow us on Linke ... Show More

14m 35s

Feb 2025

Tariff turbulence

Shanella Rajanayagam, Fred Neumann and Daragh Maher assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook. For more content from HSBC Global Research ... Show More

11m 11s

Aug 2025

Payback time?

James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our A ... Show More

13m 54s

Jul 2025

Pricing tariff risks

With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forg ... Show More

18m 1s

Jun 2023

Can the global economy withstand higher interest rates?

Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More

9m 51s

Feb 2022

What the Fed’s Hawkish Pivot Means for Economic Growth and Markets

In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and inv ... Show More

25m 27s

Apr 2023

The Hiking Cycle Is Over

On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabilities increased since the recent turmoil in the banking syste ... Show More

34m 13s

Sep 2025

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal

Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed cut rates yesterday and what that move means for the rest of the year. Then Ed and Scott discuss the details of the deal to keep Ti ... Show More

35m 35s

Mar 2025

Tariff Tantrum

Join Moe and Javaid as they discuss the latest in global economics and the stock market. The market saw some hope on Friday, have we reached the bottom? What is the latest on tariffs, inflation, and the economy? Listen now to find out the latest at this critical junction for the ... Show More

40m 5s

The growth-inflation tug-of-war