The Macro Brief by HSBC Global Research

Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JjchhxQ

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Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lScnbwd

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We look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with Ryan Wang, US Economist, and Alastair Pinder, Head Emerging Markets and Global Equity Strategist.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/pMGK9cD

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We catch up with Fabio Balboni, Senior European Economist, to discuss the latest ECB rate cut and the prospects for further policy easing.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wzgVqRP

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With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cycles with Ryan Wang, US Economist, and Chris Hare, Senior European Economist.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/FhSSRSh

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We examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/mNDKppk

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We catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/wvTGvWx

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Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fVFFhf9

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Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/vhshHRp

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James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition.

For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. 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 [email protected] for any questions.

Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/fQdgvVF

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