The Macro Brief by HSBC Global Research

Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, look at how central banks are set to react to growing upside risks to inflation and downside risks to growth.

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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HKfNpmf
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Alastair Pinder, Head EM and Global Equity Strategist, explores how artificial intelligence is driving stock markets to record highs - even amidst a global energy shock.

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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/VDkSBhn
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With the US and Iran reportedly edging towards a deal, Kim Fustier and Shanella Rajanayagam consider the implications of the conflict on oil prices and global trade.

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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/mL9zzpN
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In this US special, Ryan Wang, Dhiraj Narula and Saul Martinez look at what’s next for the Federal Reserve, the impact of recent supply shocks, and how consumers are showing resilience despite rising costs.

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Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/KDq7X9G
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Paul Bloxham examines how the Middle East conflict is constraining a wide range of commodities, and explains why Australia and New Zealand’s policymakers face a tricky time ahead.

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 YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.

Email us at [email protected] for any questions.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/cKXK66p
Hosted on Acast. See acast.com/privacy for more information.