Episodios

  • The LatAm low-down with Joseph Incalcaterra
    Oct 10 2025

    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.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

    Email us at AskResearch@hsbc.com for any questions.

    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/NBdxbGK

    Hosted on Acast. See acast.com/privacy for more information.

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    19 m
  • Europe on a mission
    Oct 3 2025

    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.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

    Email us at AskResearch@hsbc.com for any questions.

    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nFbhDKS

    Hosted on Acast. See acast.com/privacy for more information.

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    13 m
  • Market resilience amid global risks
    Sep 26 2025

    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 becoming more bullish on EM assets.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

    Email us at AskResearch@hsbc.com for any questions.

    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/smqScSg

    Hosted on Acast. See acast.com/privacy for more information.

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    18 m
  • Understanding digital money
    Sep 19 2025

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


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

    Email us at AskResearch@hsbc.com for any questions.

    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rQFq99n


    Hosted on Acast. See acast.com/privacy for more information.

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    17 m
  • US rate cuts & spending gluts
    Sep 12 2025

    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.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

    Email us at AskResearch@hsbc.com for any questions.

    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CwxmMFV

    Hosted on Acast. See acast.com/privacy for more information.

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    13 m
  • The UK’s perfect storm
    Sep 5 2025

    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.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

    Email us at AskResearch@hsbc.com for any questions.

    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kMkgkSP


    Hosted on Acast. See acast.com/privacy for more information.

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    14 m
  • How AI can mitigate tariff costs
    Aug 29 2025

    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.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

    Email us at AskResearch@hsbc.com for any questions.

    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/PJdHSbT

    Hosted on Acast. See acast.com/privacy for more information.

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    13 m
  • Payback time?
    Aug 8 2025

    James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.


    For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on Apple Podcasts or Spotify or wherever you get your podcasts.

    Email us at AskResearch@hsbc.com for any questions.

    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zDWvnwS

    Hosted on Acast. See acast.com/privacy for more information.

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    14 m