HSBC Global Viewpoint

Ryan Wang, US Economist, talks through the latest in the US – including “phase two” of tariffs, tax cuts and deficits, and the path of rate cuts. Disclaimer: https://www.research.hsbc.com/R/101/DlDVjKM

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With record-setting IPOs and more cash coming in from across the border, Fred Neumann sits down with Michelle Kwok and Erin Xin to talk about Hong Kong’s latest iteration as a world-leading centre for finance and beyond. Disclaimer: https://www.research.hsbc.com/R/101/CmkRdVM

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The global impacts of US trade policy and tariffs continue to ripple through the global economy. Renowned economist and Senior Fellow at the Council on Foreign Relations, Brad Setser, joins Janet Henry, HSBC’s Global Chief Economist, to discuss the outcomes so far and the implications ahead. Their wide-ranging conversation also covers new patterns in investment allocations and trade flows, the impacts on the US dollar, China-US trade relations, and how Emerging Markets are faring.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 17 June 2025. Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gcc

Disclaimer: Views of external guest speakers do not represent those of HSBC.

With President Trump’s 9 July tariff deadline looming, Fred Neumann takes a look at what US levies on Asian goods could mean for the region. 

Disclaimer: https://www.research.hsbc.com/R/101/C7RfQkv. Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

With global markets seemingly unruffled by recent shocks, Janet Henry and Simon Wells look at the key risks that could surprise policymakers and investors over the next few months.

Disclaimer: https://www.research.hsbc.com/R/101/NJkrHwb

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Daragh Maher, Head of Digital Assets Research, demystifies the world of cryptocurrencies and looks at how digital assets could move from niche to mainstream.

Disclaimer: https://www.research.hsbc.com/R/101/JHXvCjK

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Herald van der Linde and Prerna Garg take the pulse of Asia's consumer, airline, autos and pharma sectors through the lens of our latest "Ten surprising statistics" report. Disclaimer: https://www.research.hsbc.com/R/101/lDDTdQb. Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Kim Fustier, Head of European Oil & Gas Research, and Murat Ulgen, Global Head of Emerging Markets, discuss how the conflict between Iran and Israel has introduced yet more uncertainty into financial markets.

Disclaimer: https://www.research.hsbc.com/R/101/nwbqSGc

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Herald van der Linde welcomes Global Head of Transport Research Parash Jain and Asia Equity Strategist Prerna Garg into the studio for a discussion on the impact of Middle East tensions on Asian markets, economics and global shipping.

Disclaimer: https://www.research.hsbc.com/R/101/Rc9xgDh.

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Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data.

Disclaimer: https://www.research.hsbc.com/R/101/hktsWLP

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