The Macro Brief by HSBC Global Research

Mark McDonald, Head of Data Science and Analytics, outlines what our AI-driven analysis of earnings call transcripts tells us about the key themes in this reporting season.

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

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With Europe’s economy having lagged the US’s for decades, Simon Wells, Chief European Economist, explains why there are reasons to be more optimistic over the longer term.

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

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Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Fred Neumann, Paul Mackel and Murat Ulgen discuss the key questions facing the global economy, China, currencies, and emerging markets.

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

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James Rydge, Head of ESG Research in EMEA, gives an insight into his discussions with UK companies about how they are trying to achieve their climate and sustainable growth ambitions.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/d6tnRtc

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With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/cntDm9L

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James Steel, Chief Precious Metals Analyst, puts gold’s surge to record price levels in a historical context and considers whether the rally is likely to continue.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rR6p7SR

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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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