เกี่ยวกับพอดแคสต์นี้ 🔗

ผู้จัด:
ความถี่ในการอัพเดต:
weekly
ความยาวเสียงโดยเฉลี่ย:
14 minutes
ภาษาอังกฤษ
สหรัฐอเมริกา
160 ตอน
ตั้งแต่ 31 พฤษภาคม 2023
episodic

ตอนล่าสุด 🔗

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…

ค้นหาตอนที่ผ่านมา

ค้นหาตอนที่ผ่านมาของ The Macro Brief by HSBC Global Research

ตอนก่อนหน้านี้

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…

EM bulls have cash to splash

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 …

Global crosscurrents intensify

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…

Gold’s rollercoaster ride

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…

Crunch time for US interest rates

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…

A turning point for US rates?

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…

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 #HSBCResearch on LinkedIn.…
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