This episode of HSBC’s Perspectives series features Dr Janet Yellen, former Chair of the US Federal Reserve and former US Treasury Secretary. In-conversation with Janet Henry, Global Chief Economist, HSBC, Dr Yellen shares her views on the global economic impact of the conflict in the Middle East, including what it could mean for inflation, growth and monetary policy. Drawing on her own experience, she offers a rare look inside the workings of the Federal Reserve FOMC and shares her views on possible disinflation from AI-driven productivity growth and the challenges facing US fiscal policy.

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This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit

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

Energy markets are facing an extraordinary supply shock. Amos Hochstein, Managing Partner at TWG Global and former White House Senior Advisor, joins HSBC Senior Economic Adviser, Stephen King, in this video podcast to discuss what this major disruption to energy flows could mean for global supply chains, inflation, economic resilience and the energy transition.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit

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

Herald welcomes fellow equity strategist Prerna Garg to the studio to dissect the massive rally and white-knuckle volatility that Korean stocks have seen in recent times.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/20/rH7BNLm

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.

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

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.

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Herald and Fred make their way through our quarterly stack of quirky facts from the world of Asian equities.

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Head of China Autos Research Yuqian Ding joins Fred and Herald to give her outlook on the explosive growth of autonomous driving in mainland China.

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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.

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

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With record outflows from Asian stock markets and currencies feeling the pinch, Fred and Herald discuss how the region is relatively well positioned to ride out the volatility caused by the Middle East conflict.

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

Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.