Episodios

  • Top questions for currencies in 2026
    Nov 21 2025

    Paul Mackel, Global Head of FX Research, and Joseph Incalcaterra, Head of LatAm Macro Strategy, look at what's in store for the major currencies in 2026.


    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.

    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/mFbXLNm

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

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    14 m
  • The AI effect
    Nov 14 2025

    Shiva Joon, Data Scientist, and Duncan Toms, Multi-Asset Strategist, look at how artificial intelligence is helping to drive the stellar performance of many US companies.


    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.

    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HJJQchf

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

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    14 m
  • The next game-changing technologies
    Nov 7 2025

    James Pomeroy, Global Economist at HSBC, looks at three technologies that could dramatically transform the economy in the longer term - humanoid robots, autonomous driving and quantum computing.


    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.

    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/P2FgHBq

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

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    18 m
  • Rates, shutdowns and bubbles
    Oct 31 2025

    In this US special, Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, discuss the Fed’s next move, the impact of the government shutdown and fears of an AI bubble.


    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.

    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/xfXR9xh

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

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    17 m
  • Top global talking points
    Oct 24 2025

    Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Murat Ulgen and Paul Mackel stop by our New York studio with updates on US resilience, AI, tariffs, EM, defaults and more.


    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/CXgtlpn

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

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    20 m
  • Tech supremacy
    Oct 17 2025

    Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.


    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/B6KLVmt

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

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    13 m
  • 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