{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6476e27317ed970011e62580/6a632c56a51cbd54e227e422?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Competing US narratives","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6476e27317ed970011e62580/1784884259600-7d48be50-11b6-45a4-a32e-43fca0f09c7f.jpeg?height=200","description":"<p><strong>Alastair Pinder</strong>, <strong>Dhiraj Narula</strong> and <strong>Saul Martinez</strong> assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials.</p><p><br></p><p>For more content from HSBC Global Investment Research, just search for <a href=\"https://www.linkedin.com/feed/hashtag/hsbcresearch/\" rel=\"noopener noreferrer\" target=\"_blank\">#HSBCResearch</a> on LinkedIn. And don't forget to follow our Asia-centric podcast <strong>\"Under the Banyan Tree\" </strong>on <a href=\"https://www.youtube.com/playlist?list=PLGwUcoTj1_2pHb9BwGJDzK2GN5cg028rF\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a>, <a href=\"http://grp.hsbc/UnderTheBanyanTree_Apple\" rel=\"noopener noreferrer\" target=\"_blank\">Apple Podcasts</a> or <a href=\"http://grp.hsbc/UnderTheBanyanTree_Spotify\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a> or wherever you get your podcasts.</p><p>&nbsp;</p><p>Email us at <a href=\"mailto:AskResearch@hsbc.com\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>AskResearch@hsbc.com</strong></a> for any questions.</p><p><br></p><p><strong>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: </strong>https://www.research.hsbc.com/R/101/XJNthg6</p>","author_name":"HSBC Global Research "}