Podcast Episodes
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The Macro Brief – Europe and tariffs
Chris Hare looks at the possible impact of US tariffs on European growth and inflation, and assesses the challenges facing the German economy ahead t…
10 months, 3 weeks ago
Under the Banyan Tree - China's rally and the psychology of stock markets
Fred Neumann welcomes his fellow Co-Head of Asia Research, Eliot Camplisson, to the podcast for a look at what’s made investors U-turn on Chinese equ…
10 months, 3 weeks ago
The Macro Brief – The UK's growth problem
Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation. Disclaimer:…
11 months ago
Under the Banyan Tree - Can local spending beat tariffs in China?
Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumpti…
11 months ago
Under the Banyan Tree - China tariff tensions and lessons from Japan
Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trad…
11 months, 1 week ago
SustainabilityTalks: Mobilising the Energy Addition
In our latest podcast, Patrick Kondarjian, Global Head of Sustainability, Markets & Securities Services, HSBC, discusses energy transition with Hans …
11 months, 1 week ago
The Macro Brief – Tariff turbulence
Shanella Rajanayagam, Fred Neumann and Daragh Maher assess the sweeping new tariffs announced by the Trump administration and what they mean for the …
11 months, 1 week ago
The Macro Brief – Is Europe past 'peak pessimism'?
Simon Wells, Chief European Economist, considers whether the region’s economy has turned a corner and assesses the diverging paths between the ECB an…
11 months, 2 weeks ago
The Macro Brief – Bracing for tariffs
With President Trump back in the White House, Janet Henry, Shanella Rajanayagam and Jing Liu assess what the US’s trade agenda could mean for China a…
11 months, 3 weeks ago
Under the Banyan Tree – Live from Singapore
Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Jo…
11 months, 3 weeks ago