『The Macro Brief by HSBC Global Research』のカバーアート

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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  • The AI ascendency

    The AI ascendency
    2026/08/13

    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 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/qLNqNb6

    Hosted on Acast. See acast.com/privacy for more information.
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    15 分
  • A turning point for US rates?

    A turning point for US rates?
    2026/08/06

    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 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/kL9gczJ

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    16 分
  • Competing US narratives

    Competing US narratives
    2026/07/23

    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. 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/XJNthg6

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    15 分
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