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The Macro Brief – Europe's gas turnaround

Kim Fustier, Head of European Oil & Gas Research, explains why there has been a striking shift in the region's gas markets.

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This podcast is also available on Spotify and Apple Podcasts.

 Under the banyan tree

Under the Banyan Tree - Exploring the Asia-Middle East corridor

Fred Neumann is joined by fellow economists Justin Feng in Hong Kong and Simon Williams in Dubai to discuss Asia's deepening economic ties with the Middle East.

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This podcast is also available on Spotify and Apple Podcasts.

AI developments

Can AI do my job?

How close is OpenAI’s Advanced Data Analysis module to replacing human analysts? HSBC’s Mark McDonald investigates.

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Storm AI: Weather forecasting

The increased frequency and intensity of extreme weather events have stressed the importance of weather forecasting

More unpredictable weather reduces the reliability of forecasting, with many negative economic and social impacts

Artificial intelligence (AI) could raise forecast accuracy, potentially saving lives and significant climate damages

To find out more, read the latest report by HSBC Global Research’s ESG & Climate Change team here:

US elections

The Macro Brief - Countdown to the US elections

With November’s elections looming, we assess the state of play, key policy issues and implications for the Federal Reserve and the US dollar with Ryan Wang, US Economist, and Daragh Maher, Head of FX Strategy, US.

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Six Weeks to Go…

The inaugural HSBC Global Investment Summit will bring together over 2,000 delegates in Hong Kong from 8-10 April

Ahead of the big event, we will provide a weekly update with some of our most topical and relevant research

This week we assess China’s prospects in 2024, examine AI developments, and discuss US elections

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Asia insights: China, India, and ASEAN

Under the Banyan Tree – China's holiday spending by the numbers

Fred Neumann sits down with Chief China Economist Jing Liu to discuss travel and spending numbers over the Spring Festival period and what they tell us about the broader Chinese economy.

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Finding growth in the Year of the Dragon

What’s in store for China’s economy in the Year of the Dragon? Jing Liu discusses the outlook – including policy support for the property sector.

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India’s no-compromise budget

The central government announced lower-than-expected fiscal deficit estimates for 2024 and 2025. What does it mean for India’s economy? Read the latest report by HSBC’s Pranjul Bhandari and Aayushi Chaudhary to find out more.

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HSBC Flash India PMI

The latest HSBC Flash India PMI saw output at a seven-month high, new orders rising the fastest in a decade, and input prices soften. Pranjul Bhandari takes us through her findings in her report.

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Under the Banyan Tree - ASEAN Insights: Indonesia

Fred Neumann welcomes Pranjul Bhandari to discuss Indonesia’s key industries, growth outlook, and how the national election could shape economic policy.

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Under the Banyan Tree - ASEAN Insights: Vietnam, Malaysia & Singapore

Fred Neumann is joined by ASEAN Economist Yun Liu for a look at what makes these key Southeast Asian economies tick, from semiconductors to tourism and the 'concert economy'.

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Other recent reports and podcasts

The Major bond letter #45. Tail wagging dog

Steven Major, HSBC’s Global Head of Fixed Income Research, looks at how bond yields are being pulled around by the tails, these days mainly by the right side.

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The Major bond letter #44. Opportunity Knocks

Steven Major looks at whether investors should contemplate switching from short-dated bills into longer-dated bonds.

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Australian Economic Comment

The market is all a-flurry with excitement about the prospect of Australia’s central bank cutting rates. But observers should cool their engines: the RBA could in fact be one of the last of the developed-economy central banks to cut, according to HSBC’s Paul Bloxham and Jamie Culling.

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Disappointment for doves

The global composite PMI rose to 51.8 in January and with resilient activity, better employment data and supply chain risks emerging again, the latest set of PMIs give central banks reason to be more cautious about the timing of rate cuts.

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Commodity Economics Comment

The price of uranium has doubled over the past year as nuclear power moves back into favour and demand rises. HSBC’s Paul Bloxham and Jamie Culling discuss prospects for the metal.

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The Macro Brief - The baby bust intensifies

James Pomeroy, Global Economist, looks at how declining birth rates around the world are creating tough challenges for governments and economies.

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The Macro Brief - Timing of rate cuts

We assess the potential path of monetary policy on both sides of the Atlantic with Ryan Wang, US Economist, and Liz Martins, Senior UK Economist.

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Funding the future: Biopharma and AI optimism

What’s in focus for venture capital (VC) investors? With early signs of VC activity improving, HSBC’s Shiva Joon examines the disruptive technologies attracting attention.

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Shaping the Future - Nine key themes to guide your outlook

In Global Research, we view today's world of disruptive, complex and rapid change through the lens of nine themes. We expect these long-term trends reshaping economies, markets and societies worldwide to have lasting implications for investment strategies. They are: Automation; Demographics; Digital Finance; Disruptive Technology; Energy Transition; Future Cities; Future Consumer; Future Transport, and Trade Flows. These themes inform our coverage across asset classes and regions, and are instrumental in enabling us to help clients spot risks and opportunities. Please read on for an overview of our thematic approach, and how you can subscribe to our latest insights on trends reshaping economies worldwide.

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