• 17 minutes
    What will a Warsh Fed look like?

    In this US special, Ryan Wang, Dhiraj Narula and Saul Martinez look at what’s next for the Federal Reserve, the impact of recent supply shocks, and how consumers are showing resilience despite rising costs.


    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/KDq7X9G

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    29 April 2026, 6:30 pm
  • 13 minutes 15 seconds
    Fuel, food and fertilisers

    Paul Bloxham examines how the Middle East conflict is constraining a wide range of commodities, and explains why Australia and New Zealand’s policymakers face a tricky time ahead.


    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.

     

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    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/cKXK66p

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    24 April 2026, 10:37 am
  • 15 minutes 48 seconds
    Talking points from - HSBC Global Investment Summit

    From the future of globalisation to growth opportunities and monetary policy, Murat Ulgen, Global Head of Macro Strategy, joins Piers Butler to discuss the key takeaways from this year’s event in Hong Kong.


    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.

     

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    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/wLzbl9m

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    17 April 2026, 6:03 am
  • 15 minutes 5 seconds
    Tracking economic disruption

    James Pomeroy looks at whether the latest data can give us any clues about how the Iran conflict is impacting the global economy, while Pranjul Bhandari assesses the implications for India.


    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/zTfjHKk

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    9 April 2026, 5:16 pm
  • 10 minutes 23 seconds
    The dollar bounces back

    Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.


    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/WsVqFks

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    2 April 2026, 9:01 am
  • 13 minutes 14 seconds
    Shock to the system

    Janet Henry, Global Chief Economist, looks at what the unprecedented energy shock means for the economic outlook.


    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/qQcrkHB

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    27 March 2026, 8:12 am
  • 13 minutes 12 seconds
    Testing emerging market resilience

    Murat Ulgen and Ali Cakiroglu look at whether geopolitical developments have dampened investor sentiment towards emerging market 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 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/HDtKZRk

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    20 March 2026, 8:04 am
  • 13 minutes 25 seconds
    LatAm’s moment?

    Joseph Incalcaterra, Daniel Lavarda and Jose Carlos Sanchez from our LatAm team look at what’s behind the pick-up in investor interest in the region.


    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/101/7FrWTv2

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    13 March 2026, 9:30 am
  • 12 minutes 2 seconds
    The Middle East: energy and shipping

    Kim Fustier and Parash Jain look at what the Middle East conflict means for oil and gas prices, transport and logistics.


    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.

     

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    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S2t9LFw



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    5 March 2026, 8:25 am
  • 10 minutes 12 seconds
    What do Europe and the weather have in common?

    Liz Martins, Senior UK Economist, looks at whether a pick-up in the latest data marks a turning point for Europe’s 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 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/hHnMpXx

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

    27 February 2026, 7:13 am
  • 9 minutes 43 seconds
    The USD’s struggle

    Paul Mackel, Global Head of FX Research, looks at what’s causing USD weakness and which currencies could stand to benefit.


    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/rdpJ66b

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    20 February 2026, 5:47 am
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