logo
episode-header-image
Jul 16
10m 31s

The UK's new team

HSBC Global Research
About this episode
tail spinning
Up next
Jul 23
Competing US narratives
Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials.For more content from HSBC Global Investment Research, just search for #HSBCRes ... Show More
15m 13s
Jul 9
Competing global forces
James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia ... Show More
12m 29s
Jul 2
Europe’s dovish turn?
Simon Wells, Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget ... Show More
10m 50s
Recommended Episodes
Sep 2025
The growth-inflation tug-of-war
With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets.For more content from HSBC Global Investment Research, ... Show More
17m 55s
May 2025
Macro Freestyle: Trade wars, currencies and central banks
<p>Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research, examine the outlook for the US dollar, inflation, global trade flows, EM central bank policy and EM FX amid the US-led global trade war. They also ident ... Show More
19m 58s
Apr 2025
The recession question
Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit m ... Show More
33m 44s
Nov 2025
Luxury unboxed with Erwan Rambourg
Global Head of Luxury and Consumer Research Erwan Rambourg joins Herald for a lively chat on the state of the luxury market across Asia and beyond.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global po ... Show More
19m 16s
Jul 2025
Macro Freestyle: What to watch as we enter H2
<p>Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatili ... Show More
22m 3s
Jul 2025
Are Investors Complacent?
Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Lea ... Show More
34m 12s
Jan 2025
Examining the FX Space, Fed Policy Outlook
Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https:/ ... Show More
21m 24s
Jan 2025
People's Bank of China Vows More Financial Support
Featuring: Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Wealth Hilary Kramer, Chief Investment Officer at Kramer Capital Research Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com ... Show More
21m 10s
Apr 2025
Lions, and tigers, and tariffs. Oh my!
Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders. And Asit and Jason share two stocks on their radar. Host: Ron Gross ... Show More
40m 31s
Apr 2024
Japan Rates, APAC Markets
<p>Featuring:</p> <p>George Boubouras, Managing Director, Research, Investments and Advisory, K2 Asset Management, shares his outlook on emerging markets.<br><br>Meredith Whitney, Founder and CEO, Meredith Whitney Advisory Group, shares her perspective on US markets. <br><br>Garf ... Show More
25m 23s
Listen to millions of songs and podcasts on Anghami