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.

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Liz Martins, Senior UK Economist, assesses the state of the UK economy as Andy Burnham prepares to take over as Prime Minister.

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James Pomeroy and Shanella Rajanayagam look at what the latest data tell us about the global economy and review where key trade negotiations stand.

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.

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Simon Wells, Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table.

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.

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Janet Henry, Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu, Emerging Markets Strategist, assesses the implications for EM investors.

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As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes.

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.

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Following the European Central Bank’s first rate hike for nearly three years, Chris Hare, Senior European Economist, looks at whether there is more tightening to come.

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With the US’s 10% global tariff set to expire this July, Shanella Rajanayagam, Trade Economist, looks at which US tariffs are currently in effect - and what could be coming down the line.

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/SqFtWMH

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