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The Macro Brief - Competing US narratives
The Macro Brief - Competing US narratives

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…

2 months, 1 week ago

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Under the Banyan Tree - Samsung's billions and a long hands-free drive
Under the Banyan Tree - Samsung's billions and a long hands-free drive

Herald returns to the studio alongside Prerna Garg to talk through our latest collection of quirky facts and surprising stats from the world of Asian…

2 months, 1 week ago

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The Macro Brief - The UK's new team
The Macro Brief - The UK's new team

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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2 months, 2 weeks ago

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Under the Banyan Tree - The surging demand for Asia's AI Hardware
Under the Banyan Tree - The surging demand for Asia's AI Hardware

Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Ban…

2 months, 2 weeks ago

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The Macro Brief - Competing global forces
The Macro Brief - Competing global forces

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

Cl…

2 months, 3 weeks ago

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Under the Banyan Tree - Critical minerals and the Malacca Strait
Under the Banyan Tree - Critical minerals and the Malacca Strait

Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Mal…

2 months, 3 weeks ago

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Under the Banyan Tree - El Niño on the horizon
Under the Banyan Tree - El Niño on the horizon

From food price volatility to export restrictions and an energy crunch, Fred Neumann and Jamie Culling discuss the sweeping potential impacts of extr…

2 months, 3 weeks ago

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The Macro Brief - Europe's dovish turn?
The Macro Brief - Europe's dovish turn?

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 ar…

3 months ago

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Perspectives: The Ares story
Perspectives: The Ares story

In this episode of HSBC's Perspectives series, Michael Arougheti, Co-Founder and CEO of Ares, joins Danielle Johnson, HSBC’s Global Head of Instituti…

3 months ago

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The Macro Brief - Looking beyond Hormuz
The Macro Brief - Looking beyond Hormuz

Janet Henry, Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu, Emerging Markets Strategi…

3 months ago

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