The Macro Brief by HSBC Global Research

Joseph Incalcaterra, Head of LatAm Macro Strategy, joins Aline van Duyn to assess the region's outlook following Lula da Silva's re-election as Brazil's president.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 YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.Email us at [email protected] for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https: https://www.research.hsbc.com/R/101/rKhNSfx Hosted on Acast. See acast.com/privacy for more information.

Shanella Rajanayagam, Senior Trade Economist, assesses whether economies have been successful in de-risking and diversifying their supply chains amid various trade shocks.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 YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.Email us at [email protected] for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https:https:www.research.hsbc.com/R/101/zlsntNj Hosted on Acast. See acast.com/privacy for more information.

Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, look at the impact of high bond yields and AI investment on the US economy and global stock markets.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 YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.Email us at [email protected] 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/BXQKHrK Hosted on Acast. See acast.com/privacy for more information.

From renewable tech to weight-loss drugs to AI-driven savings for consumers, James Pomeroy, Global Economist, outlines the long-term trends he’s watching and their impact on how we track the economy.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 YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.Email us at [email protected] 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/nM7BqJC Hosted on Acast. See acast.com/privacy for more information.

Ali Cakiroglu, Emerging Markets Strategist, examines the outlook for EM assets as investors weigh geopolitical risks, tightening monetary policy and soaring bond yields.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 YouTube, Apple Podcasts or Spotify or wherever you get your podcasts.Email us at [email protected] 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/WRWTDHH Hosted on Acast. See acast.com/privacy for more information.