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The Macro Brief – Shifting market narratives
Manage episode 475519615 series 3571240
Content provided by HSBC Commercial Banking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HSBC Commercial Banking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We look at what’s behind the recent moves in the stock and bond markets with Alastair Pinder, Head EM and Global Equity Strategist, and Steven Major, Global Head of Fixed Income Research.
Disclaimer: https://www.research.hsbc.com/R/101/llShVWF.
Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights.
Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865
Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR
YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE
Anghami - https://play.anghami.com/artist/7640230
Hosted on Acast. See acast.com/privacy for more information.
193 episodes
ShareManage episode 475519615 series 3571240
Content provided by HSBC Commercial Banking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HSBC Commercial Banking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We look at what’s behind the recent moves in the stock and bond markets with Alastair Pinder, Head EM and Global Equity Strategist, and Steven Major, Global Head of Fixed Income Research.
Disclaimer: https://www.research.hsbc.com/R/101/llShVWF.
Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights.
Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865
Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR
YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE
Anghami - https://play.anghami.com/artist/7640230
Hosted on Acast. See acast.com/privacy for more information.
193 episodes
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Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research . Hosted on Acast. See acast.com/privacy for more information.
Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forward! Disclaimer: https://www.research.hsbc.com/R/101/xhbSpmX Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research . Hosted on Acast. See acast.com/privacy for more information.…
1 The Macro Brief – Looking for good news in the UK 10:11
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Play Later Play Later Lists Like LikedWith the UK facing a long list of economics challenges, Liz Martins, Senior UK Economist, considers whether there is any light at the end of the tunnel. Disclaimer: https://www.research.hsbc.com/R/101/kcNzsGm Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ Click here: https://www.gbm.hsbc.com/insights/global-research . Hosted on Acast. See acast.com/privacy for more information.…
Keyu Jin, Professor of Economics and Author, joins Jing Liu, Chief Economist, Greater China, HSBC, for a dynamic discussion about China’s economic development. Watch or listen to their expert insights covering China’s export competitiveness, domestic consumption, structural reforms, real estate and technology sectors, and relationship with the US. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gis Keyu Jin is the author of 'The New China Playbook: Beyond Socialism and Capitalism' (2023) Disclaimer: Views of external guest speakers do not represent those of HSBC. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
1 Perspectives: ASEAN's role in the global economy 26:58
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Play Later Play Later Lists Like LikedGeorge Yeo, Visiting Scholar, Lee Kuan Yew School of Public Policy, National University of Singapore and Former Singapore Foreign Minister, joins Che Ning Liu, Vice Chair, Corporate & Institutional Banking, HSBC. They discuss ASEAN’s role in the global economy as geopolitical competition intensifies. Watch or listen to their discussion covering strategic developments for the Association of Southeast Asian Nations, including its relationships with the US and China and the role it plays in a multi-polar world. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gis Disclaimer: Views of external guest speakers do not represent those of HSBC. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
James Steel, Chief Precious Metals Analyst, looks at what’s behind gold’s surge to record highs and considers where prices could go from here. Disclaimer: https://www.research.hsbc.com/R/101/zj6g9gz Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
In this episode of our Perspectives series, Steven Major, HSBC’s Global Head of Fixed Income Research, and Paul Mackel, HSBC’s Global Head of FX Research, discuss market developments and surprises across bonds and currencies. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gis Disclaimer: Views of external guest speakers do not represent those of HSBC. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
Arvind Krishna, Chairman and CEO of IBM, joins Stuart Riley, Group Chief Information Officer, HSBC, to explore AI – what it takes to scale it, the risk considerations, the opportunities for highest impact, and the cost profile. They also discuss expectations around quantum computing and the transformative potential of this technology. This episode was recorded behind the scenes of HSBC’s Global Investment Summit in Hong Kong, March 2025. Find out more: grp.hsbc/gis Disclaimer: Views of external guest speakers do not represent those of HSBC. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
1 The Macro Brief – How well do you understand AI? 21:13
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Play Later Play Later Lists Like LikedMark McDonald, Head of Data Science and Analytics, picks apart some of the most common misconceptions about artificial intelligence that frequently come up in discussions with investors. Disclaimer: https://www.research.hsbc.com/R/101/mM7BHst Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
1 Under the Banyan Tree - Korea, Taiwan and the cracks in AI 16:19
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Play Later Play Later Lists Like LikedAmid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, and how they're contributing to a growing consumer-led economy across Asia. Disclaimer: https://www.research.hsbc.com/R/101/gCFttrB . Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
In the first episode of our Perspectives series, Cathie Wood, Founder, CEO and CIO at Ark Invest, joins David Liao, HSBC’s Co-CEO, Asia and the Middle East. In this wide-ranging and candid conversation, they discuss the innovation economy across China and the US as well as the platforms driving tech transformation. Watch or listen to their discussion on investing in innovation in the world’s largest economies – from technology competitiveness, policy and market developments, through to emerging opportunities and entrepreneurial zeal. This episode was recorded behind the scenes of HSBC’s Global Investment Summit in Hong Kong. Find out more here: https://www.gbm.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
1 Treasury Beyond Borders - Risk Redrawn: Exploring New Fault Lines 32:12
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Play Later Play Later Lists Like LikedContemporary treasurers face rising FX volatility, interest rate uncertainty, and geopolitical disruptions. How can they adapt? Join HSBC's Rahul Badhwar, Global Head of Corporate Sales and Volkan Benihasim, Global Head of FX, EM Rates and Commodities as they talk about building resilience, improving forecasting, and leveraging AI. Our panel also explore liquidity shifts, supply chain realignment, and strategies for managing risk in an unpredictable world. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
1 The Macro Brief – Assessing the tariff turmoil 15:05
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Play Later Play Later Lists Like LikedJanet Henry, Chief Global Economist, and Murat Ulgen, Global Head of Emerging Markets Research, examine the fallout from US tariffs and how policymakers could respond. Disclaimer: https://www.research.hsbc.com/R/101/rrnFsFj Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
1 The Macro Brief - Talking points from the HSBC Global Investment Summit 14:28
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Play Later Play Later Lists Like LikedFrom trade and policy priorities to new growth opportunities, Janet Henry, Global Chief Economist, and Fred Neumann, Chief Asia Economist, join Piers Butler to discuss the key takeaways from this year’s event in Hong Kong. Disclaimer: https://www.research.hsbc.com/R/101/Kvl7rCn Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
Shanella Rajanayagam, Paul Mackel and Simon Wells discuss the implications of the latest US tariff announcements for trade, currencies and Europe’s economy. Disclaimer: https://www.research.hsbc.com/R/101/DqG7whw Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
1 The Macro Brief – Shifting market narratives 19:19
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Play Later Play Later Lists Like LikedWe look at what’s behind the recent moves in the stock and bond markets with Alastair Pinder, Head EM and Global Equity Strategist, and Steven Major, Global Head of Fixed Income Research. Disclaimer: https://www.research.hsbc.com/R/101/llShVWF . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
The Macro Brief – All about Asia From tariffs to demographics to growth, we catch up with Fred Neumann, Chief Asia Economist, to discuss the issues facing the region’s economies. Disclaimer: https://www.research.hsbc.com/R/101/hvXVMPn . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
1 SustainabilityTalks: Mobilising the Energy Addition 17:27
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Play Later Play Later Lists Like LikedIn our latest podcast, Patrick Kondarjian, Global Head of Sustainability, Markets & Securities Services, HSBC, discusses energy transition with Hans Kobler, Founder & Managing Partner of global investment firm, Energy Impact Partners. Listen to their discussion on the move away from an ideological transition to a more pragmatic energy ‘addition’. This includes the climate technologies crucial in tackling volatility in demand and supply, increasing resilience, and powering the growth of electron-hungry data centres. Hans also shares perspectives on Energy Impact Partners’ investment priorities and why energy transition was central to Davos’s biggest themes. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR Anghami - https://play.anghami.com/artist/7640230 YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation. Disclaimer: https://www.research.hsbc.com/R/101/FnMzNLz . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
1 SustainabilityTalks: Exploring with Google Cloud, the role and challenges of Big Tech in the energy transition 20:00
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Play Later Play Later Lists Like LikedIn this episode of our SustainabilityTalks podcast series, the discussion revolves around growing energy consumption, the challenge of moving toward carbon free energy data centres, and the latest innovations in climate technologies. Hear more about how AI could help drive climate change mitigation and adaptation, and how banks and tech companies can partner to support the emergence of new technologies. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR Anghami - https://play.anghami.com/artist/7640230 YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
1 Navigating the AI Wave: Innovations in Commercial Payments 26:41
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Play Later Play Later Lists Like LikedManish Kohli, Head of Global Payments Solutions of HSBC and Amit Mallick, Digital Payments Lead, Europe of Accenture, explore how AI is revolutionising treasury, and in particular, commercial payments. Our guests discuss AI’s disruptive impact on commercial payments, from fraud prevention and FX optimisation to strategic decision-making. They share practical insights on accelerating adoption and explain why, whilst not a silver bullet, AI holds immense potential to add significant value to treasury operations. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
Chris Hare looks at the possible impact of US tariffs on European growth and inflation, and assesses the challenges facing the German economy ahead this weekend’s crucial election. Disclaimer: https://www.research.hsbc.com/R/101/Qc9M7cN. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
Daragh Maher, Senior FX Strategist, explains what continued trade policy uncertainty means for the world’s major currencies. Disclaimer: https://www.research.hsbc.com/R/101/qnvSGdH . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
With cyber attacks becoming more frequent and sophisticated, Stephen Bersey, Head of US Technology Research, assesses the fast-growing cybersecurity sector – and offers some tips to stay safe online. Disclaimer: https://www.research.hsbc.com/R/101/qmbTrnb . Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR Anghami - https://play.anghami.com/artist/7640230 YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
Kim Fustier, Head of European Oil and Gas Research, assesses the competing supply and demand factors impacting the oil markets and what they could mean for prices this year. Disclaimer: https://www.research.hsbc.com/R/101/9Frp9Jj . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR Anghami - https://play.anghami.com/artist/7640230 YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
Shanella Rajanayagam, Fred Neumann and Daragh Maher assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook. Disclaimer: https://www.research.hsbc.com/R/101/W6vDbqw . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, YouTube, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR Anghami - https://play.anghami.com/artist/7640230 YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
1 Under the Banyan Tree - A different take on commodities 18:17
18:17 Play Later Play Later Lists Like Liked18:17
Play Later Play Later Lists Like LikedWith moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham, if there's more to the story that just US policy. Disclaimer: https://www.research.hsbc.com/R/101/tQGNtVQ . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, YouTube, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR Anghami - https://play.anghami.com/artist/7640230 YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
1 The Macro Brief – Putting AI through its paces 19:19
19:19 Play Later Play Later Lists Like Liked19:19
Play Later Play Later Lists Like LikedMark McDonald, Head of Data Science and Analytics, examines the latest applications for AI - from analysing speeches to hosting podcasts. Disclaimer: https://www.research.hsbc.com/R/101/jsBFmVn . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
1 Under the Banyan Tree - Asia: what to watch in 2025 24:20
24:20 Play Later Play Later Lists Like Liked24:20
Play Later Play Later Lists Like LikedFred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025. Disclaimer: https://www.research.hsbc.com/R/101/Hql6Cl7 . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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HSBC Business Editions – MENAT
1 The Macro Brief - Our 2025 global economic outlook 17:20
17:20 Play Later Play Later Lists Like Liked17:20
Play Later Play Later Lists Like LikedJanet Henry, Chief Global Economist, weighs up the impact of widely anticipated fiscal policy shifts on growth and inflation, and the challenges for the world's central bankers. Disclaimer: https://www.research.hsbc.com/R/101/hNcXcdr . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865 Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvAR Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.…
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