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업데이트 빈도:
weekly
평균 오디오 길이:
14 minutes
영어
미국
에피소드 161 개
2023년 5월 31일부터
episodic

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Shanella Rajanayagam, Senior Trade Economist, assesses whether economies have been successful in de-risking and diversifying their supply chains amid various trade shocks. For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow ou…

과거 에피소드 검색

The Macro Brief by HSBC Global Research의 과거 에피소드를 검색하세요.

이전 에피소드

Bond yields vs AI

Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, look at the impact of high bond yields and AI investment on the US economy and global stock markets. For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget…

Breaking the data

From renewable tech to weight-loss drugs to AI-driven savings for consumers, James Pomeroy, Global Economist, outlines the long-term trends he’s watching and their impact on how we track the economy. For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. A…
Ali Cakiroglu, Emerging Markets Strategist, examines the outlook for EM assets as investors weigh geopolitical risks, tightening monetary policy and soaring bond yields. For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our …
Janet Henry, Global Chief Economist, looks at how resilient growth and rising inflation risks have revived prospects for policy rate increases. For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "…

India in focus

Piers welcomes Chief India Economist Pranjul Bhandari to the studio to discuss the factors shaping India's economic outlook – from its growth resilience to its quest for export competitiveness. For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don…
James Steel, Chief Precious Metals Analyst, looks at what what’s been driving large swings in gold prices this year – and why there could be more volatility ahead. For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-c…
In our New York studio, Ryan Wang, Dhiraj Narula and Alastair Pinder join Aline van Duyn to discuss the outlook for US interest rates and their implications across bond markets, equities and the broad economy. For more content from HSBC Global Investment Research, just search for #HSBCResearch on L…

The AI ascendency

Following another solid US earnings season, Shiva Joon and Duncan Toms look at what’s driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates. For more content from HSBC Global Investment Research, just search for #HSBCResearch on Linke…
Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty. 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 Banya…
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