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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half 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/kMSgjHm
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We catch up with Paul Mackel, Global Head of FX Research, to find out how the latest financial and political developments are affecting the major 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/pskbcwv
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European economists Simon Wells and Chantana Sam discuss new risks from election results in Europe and upcoming votes in France.
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/SnjpzKF
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With the ECB cutting rates before the Fed for the first time in history, Fabio Balboni, Senior European Economist, and Ryan Wang, US Economist, assess the diverging paths of the two major central banks.
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/lswn6Xs
Hosted on Acast. See acast.com/privacy for more information.
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