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HSBC Global Viewpoint: Banking and Markets
The Macro Viewpoint - Trade disruption, China COVID-19 update, the UK’s 70 years of change
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In this edition we consider how supply chain disruptions might evolve, assess how economic activity in China is recovering and mark Queen Elizabeth II’s Platinum Jubilee with a look at how the UK’s economy and markets have changed during her reign. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here.
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17:00|Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumption a shot in the arm. Disclaimer: https://www.research.hsbc.com/R/101/JPCnLsh. 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.Under the Banyan Tree - China tariff tensions and lessons from Japan
20:06|Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out. Disclaimer: https://www.research.hsbc.com/R/101/77FDmsf. 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.SustainabilityTalks: Mobilising the Energy Addition
17:27|In 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.The Macro Brief – Tariff turbulence
12:10|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. 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.The Macro Brief – Is Europe past ‘peak pessimism’?
09:53|Simon Wells, Chief European Economist, considers whether the region’s economy has turned a corner and assesses the diverging paths between the ECB and Federal Reserve. Disclaimer: https://www.research.hsbc.com/R/101/tXxGzML. 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.The Macro Brief – Bracing for tariffs
14:24|With President Trump back in the White House, Janet Henry, Shanella Rajanayagam and Jing Liu assess what the US’s trade agenda could mean for China and the rest of the world. Disclaimer: https://www.research.hsbc.com/R/101/ZbnTkJG. 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.Under the Banyan Tree – Live from Singapore
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13:23|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. 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.