Apr 30

How is China using agentic AI?

Herald van der Linde talks to Charlene Liu, Head of China Internet Research, about the next phase in the global AI boom and how it's being implemented and monetised in China.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't for ... Show More

11m 21s

Apr 23

Behind one of the biggest rallies we've ever seen

Herald welcomes fellow equity strategist Prerna Garg to the studio to dissect the massive rally and white-knuckle volatility that Korean stocks have seen in recent times. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget ... Show More

14m 15s

Apr 16

From the gas station to the stock exchange

Herald and Fred make their way through our quarterly stack of quirky facts 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 our global podcast "The Macro Brief" on YouTube, App ... Show More

14m 26s

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

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

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

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

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

May 2025

BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of ada ... Show More

45m 35s

Oct 2025

US earnings season opens strongly with banks

Equities fluctuated on mixed US–China trade signals and a speech by the US Federal Reserve Chair, which suggested that the central bank may be ready to halt balance sheet reduction. This boosted small-cap stocks and non-technology sectors, while robust bank earnings added momentu ... Show More

11m 30s

Aug 2025

All eyes on today’s US inflation report

The main question on everyone’s mind is whether today's US inflation report will corroborate the narrative of easing inflation, potentially paving the way for a possible Federal Reserve rate cut in September. A stronger-than-expected inflation figure would serve as a reality chec ... Show More

11m 32s

Sep 2024

Markets riding the ‘Fed wave’

Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep the ... Show More

11m 1s

Apr 2024

Who will move first – the ECB or the Fed?

The major US equity indices closed around flat yesterday while small caps outperformed, with the Russell 2000 index gaining 0.5%. The 10-year US Treasury yield climbed to 4.43%, prompting investors to raise their bets on the Fed cutting rates just twice this year following las ... Show More

13m 5s

The growth-inflation tug-of-war