Podcast Episodes

Turning up the tariffs

Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy.

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Published on 5 months ago

Talking points from the HSBC Global Investment Summit

From trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this yea…

Published on 5 months, 1 week ago

How well do you understand AI?

Mark McDonald, Head of Data Science and Analytics, picks apart some of the most common misconceptions about artificial intelligence that frequently come up in discussions with investors.

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Published on 5 months, 2 weeks ago

Shifting market narratives

We look at what’s behind the recent moves in the stock and bond markets with Alastair Pinder, Head EM and Global Equity Strategist, and Steven Major, Global Head of Fixed Income Research.

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Published on 5 months, 3 weeks ago

All about Asia

From tariffs to demographics to growth, we catch up with Fred Neumann, Chief Asia Economist, to discuss the issues facing the region’s economies.

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Published on 5 months, 4 weeks ago

Currency asymmetry

Daragh Maher, Senior FX Strategist, explains what continued trade policy uncertainty means for the world’s major currencies.

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Published on 6 months, 1 week ago

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 this weekend’s crucial election.

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Published on 6 months, 2 weeks ago

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.

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Published on 6 months, 3 weeks ago

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 economic and FX outlook.

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Published on 7 months ago

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 and Federal Reserve.

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Published on 7 months ago