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Artwork for The Macro Brief by HSBC Global Research

The Macro Brief by HSBC Global Research

HSBC Global Research
Artificial Intelligence
China
India
Productivity
Federal Reserve
European Gas Market
Inflation
United States
Healthcare
European Economy
Hong Kong
US Presidential Election
Gold
European Central Bank
Fiscal Policy
International Trade
Infrastructure
Urbanization
Mexico
Vietnam

A weekly update on key macro issues influencing developed and emerging markets around the world. Our economists, strategists and analysts share their insights, views and ideas to help guide your outlook. Subscribe now.

For more from HSBC Global Research, email us at AskResearch@hsbc.com

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Artwork for The Macro Brief by HSBC Global Research

Latest Episodes

The economics team takes over the studio this week, with Chris Hare, Liz Martins and Fabio Balboni discussing the latest Bank of England and ECB meetings.

For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedI... more

Ryan Wang, US Economist, and Dhiraj Narula, US Rates Strategist, look at the key issues facing the Federal Reserve this year.

For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow... more

Following a standout 2025, Ali Cakiroglu, Emerging Markets Strategist, looks at the drivers for EM assets in 2026.

For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-c... more

From the latest innovations to the investment strategies of big tech giants, Nicolas Cote-Colisson, Head of Global Tech Platforms Research, outlines what to watch out for in the tech sector this year.

For more content from HSBC Global Investment Rese... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Ali Cakiroglu
Emerging Market Strategist
HSBC Global Investment Research
Episode: The case for emerging markets
Nicolas Cote-Colisson
Head of Global Tech Platforms Research
Episode: Global tech trends
Joseph Incalcaterra
Head of Latam Macro Strategy
HSBC Global Investment Research
Episode: The LatAm low-down with Joseph Incalcaterra
Simon Wells
Chief European Economist
HSBC Global Investment Research
Episode: Europe on a mission
Alastair Pinder
Head Emerging Markets and Global Equity Strategist
HSBC Global Research
Episode: Pricing tariff risks
Paul Bloxham
Chief Economist for Australia, New Zealand, and Global Commodities
HSBC Global Research
Episode: Commodities, tariffs & trade
Pranjul Bhandari
Chief India Economist
HSBC Global Research
Episode: India’s global integration
Paul Mackel
Global Head of FX Research
HSBC Global Research
Episode: Dollar distrust
Liz Martins
Senior UK Economist
HSBC Global Research
Episode: Looking for good news in the UK

Hosts

Piers Butler
Host of The Macro Brief.
Aline van Dijn
Host of The Macro Brief.
Piers Bartlett
Host of The Macro Brief.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#233
United Kingdom/Business/Investing
Apple Podcasts
#164
Italy/Business/Investing
Apple Podcasts
#68
Ukraine/Business/Investing
Apple Podcasts
#69
Argentina/Business/Investing
Apple Podcasts
#94
India/Business/Investing
Apple Podcasts
#184
Hong Kong/Business/Investing
Apple Podcasts
#192
Poland/Business/Investing
Apple Podcasts
#193
South Korea/Business/Investing
Apple Podcasts
#205
Argentina/Business
Apple Podcasts
#239
Ukraine/Business

Talking Points

Recent interactions between the hosts and their guests.

The case for emerging markets
Q: What concerns are investors expressing regarding the emerging markets outlook?
Investors are worried about a potential recession in major economies and geopolitical developments affecting market pricing.
The case for emerging markets
Q: How good was the performance of emerging markets in 2025?
Emerging markets had a great year, outperforming developed markets with gains of 27% in equities and 17% in fixed income.
The global economy in 2026
Q: How is Japan's monetary policy influencing economic outlook?
Japan is seeing low real interest rates and has recently delivered a rate rise, which could be a concern for their economic growth.
The global economy in 2026
Q: What role could AI play in the future of the global economy?
AI is seen as a major driver of growth, but concerns about a potential bubble are rising.
The US in 2026
Q: How does the AI boom impact the monetary policy outlook for the US in 2026?
The AI boom is expected to boost GDP growth, providing a direct impact through increases in capital expenditures. It raises important questions about future productivity growth, which will influence monetary policy.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
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Household Income
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Frequently Asked Questions About The Macro Brief by HSBC Global Research

What is The Macro Brief by HSBC Global Research about and what kind of topics does it cover?

Insights rooted in macroeconomic analysis are at the forefront, with discussions navigating critical issues affecting both developed and emerging markets. Topics frequently covered include global economic trends, the evolution and regulation of digital assets, the implications of fiscal and monetary policies, and the transformative impact of technologies such as artificial intelligence. Episodes often feature expert guests who provide perspectives on policy decisions, market dynamics, and geopolitical shifts. This podcast is particularly noteworthy for bringing together a mix of statistical insight, policy analysis, and real-time economic developments, making it a valuable resource for listeners interested in finance, economics, and global ... more

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These podcasts share a similar audience with The Macro Brief by HSBC Global Research:

1. At Any Rate
2. Under the Banyan Tree by HSBC Global Research
3. Making Sense
4. The Markets
5. UBS On-Air: Market Moves

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The Macro Brief by HSBC Global Research launched 3 years ago and published 127 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Macro Brief by HSBC Global Research?

Recent guests on The Macro Brief by HSBC Global Research include:

1. Ali Cakiroglu
2. Nicolas Cote-Colisson
3. Joseph Incalcaterra
4. Simon Wells
5. Alastair Pinder
6. Paul Bloxham
7. Pranjul Bhandari
8. Paul Mackel

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