Podcast Episodes

Rates, shutdowns and bubbles

In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed’s next move, the impact of the government shutdown and fears of an AI bubble.

Fo…

Published on 1 day, 1 hour ago

Top global talking points

Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more.

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Published on 1 week, 1 day ago

Tech supremacy

Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.

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Published on 2 weeks, 1 day ago

The LatAm low-down with Joseph Incalcaterra

Fresh from HSBC's inaugural Brazil Forum, Head of LatAm Macro Strategy Joseph Incalcaterra joins Aline van Duyn to discuss the macro landscape across Latin America's key economies.

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Published on 3 weeks, 1 day ago

Europe on a mission

Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.

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Published on 4 weeks, 1 day ago

Market resilience amid global risks

Janet Henry, Global Chief Economist, looks at how the world economy is muddling through despite substantial challenges, while Ali Cakiroglu, Emerging Markets Strategist, explains why investors are be…

Published on 1 month ago

Understanding digital money

Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant.

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Published on 1 month, 1 week ago

US rate cuts & spending gluts

Ahead of the Federal Reserve’s September meeting, US economist Ryan Wang assesses the potential pace of interest rate cuts and the implications of the growing US deficit.

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Published on 1 month, 2 weeks ago

The UK’s perfect storm

From sticky inflation to precarious public finances, Liz Martins, Senior UK Economist, assesses the UK’s financial troubles as the country looks ahead to an Autumn Budget.

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Published on 1 month, 3 weeks ago

How AI can mitigate tariff costs

Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way companies operate.

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Published on 2 months ago