The Macro Brief by HSBC Global Research
A weekly update on key macro issues influencing developed and emerging markets around the world. Our economists, strategists and analysts share their insights, views and ideas to help guide your outlook. Subscribe now.For more from HSBC Global Research, email us at AskResearch@hsbc.comStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
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The global economy in 2026
<p>From inflation and monetary policy to trade and AI, Janet Henry, Global Chief Economist, looks at the factors set to shape the world economy this year.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><br><p>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: h...
Digital assets in 2026
<p>Daragh Maher, Head of Digital Assets Research, assesses the latest developments in the digital assets space and outlines what we should be looking out for in 2026.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><br><p>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: h...
The US in 2026
<p>Our US team identifies key issues to watch in 2026 – from what the Federal Reserve will do next, to whether the AI bubble will burst, to US fiscal friction.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><br><p>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with thi...
Where next for AI?
<p>Can AI trade FX? Is the future 'agentic'? And are we seeing a bubble? Mark McDonald, Head of AI and Data Science, and Yuning Bai, Data Scientist, discuss recent developments in artificial intelligence.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><br><p>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers t...
The UK's budget tightrope
<p>Liz Martins, Senior UK Economist, and Nick Andrews, Senior FX Strategist, talk through the key takeaways from the UK's highly anticipated budget.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><br><p>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.c...
Top questions for currencies in 2026
<p>Paul Mackel, Global Head of FX Research, and Joseph Incalcaterra, Head of LatAm Macro Strategy, look at what's in store for the major currencies in 2026.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><p> </p><p>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: ht...
The AI effect
<p>Shiva Joon, Data Scientist, and Duncan Toms, Multi-Asset Strategist, look at how artificial intelligence is helping to drive the stellar performance of many US companies.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><p> </p><p>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: ht...
The next game-changing technologies
<p>James Pomeroy, Global Economist at HSBC, looks at three technologies that could dramatically transform the economy in the longer term - humanoid robots, autonomous driving and quantum computing.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><p> </p><p>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed wi...
Rates, shutdowns and bubbles
<p>In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed’s next move, the impact of the government shutdown and fears of an AI bubble.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><p> </p><p>Click here for appropriate Disclosures, including analyst cert...
Top global talking points
<p>Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more.</p><br><p>For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. 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.</p><p> </p><p>Email us at AskResearch@hsbc.com for any questions.</p><p> </p><p>Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CXgtlpn</p>...
