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The Macro Brief by HSBC Global Research

The Macro Brief by HSBC Global Research

著者: HSBC Global Research
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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.com


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  • What Brazil's election means for LatAm
    2026/10/29

    Joseph Incalcaterra, Head of LatAm Macro Strategy, joins Aline van Duyn to assess the region's outlook following Lula da Silva's re-election as Brazil's president.


    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 AskResearch@hsbc.com for any questions.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https: https://www.research.hsbc.com/R/101/rKhNSfx

    Hosted on Acast. See acast.com/privacy for more information.

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    12 分
  • Shifting trade dependencies
    2026/10/23

    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 our Asia-centric podcast "Under the Banyan Tree" on YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.


    Email us at AskResearch@hsbc.com for any questions.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https:https:www.research.hsbc.com/R/101/zlsntNj

    Hosted on Acast. See acast.com/privacy for more information.

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    15 分
  • Bond yields vs AI
    2026/10/16

    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 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 AskResearch@hsbc.com 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/BXQKHrK

    Hosted on Acast. See acast.com/privacy for more information.

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    17 分
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