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HSBC Global Viewpoint: Banking and Markets
Under the Banyan Tree - A different take on commodities
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With 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. 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.
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Under the Banyan Tree - Anomaly economy: Japan
18:49|Fred Neumann is joined by Asia Economist Jun Takazawa to discuss what makes Japan's economy unique, from counter-cyclical interest rates to demographics and a changing psychology on inflation. Disclaimer: https://www.research.hsbc.com/R/101/xVvCMdD. 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 – The cyber safety net
14:55|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. 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 – The dollar bubble inflates
11:37|Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 currencies. Disclaimer: https://www.research.hsbc.com/R/101/RGNmNKK. 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 - Asian FX and the strong USD
16:21|Fred Neumann is joined by Head of Asian FX Research Joey Chew to discuss the impact of the strong USD on Asian currencies and how trade, politics and market forces are shaping FX markets. Disclaimer: https://www.research.hsbc.com/R/101/n9Zlmmm. 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: Exploring with Google Cloud, the role and challenges of Big Tech in the energy transition
20:00|In 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. Listen as Patrick Kondarjian, Global Head of Sustainability Markets & Securities Services HSBC, discusses with Justin Keeble, Managing Director for Global Sustainability at Google Cloud, the role of technology and innovation to help enable the transition, and the challenges associated with the rise of energy hungry AI and data centres.The Macro Brief – Earnings learnings
13:36|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. Disclaimer: https://www.research.hsbc.com/R/101/MprXJBW. 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 - India: What's growing, what's not?
13:40|Herald van der Linde and Fred Neumann are joined by Chief India Economist Pranjul Bhandari to discuss her latest deep dive into the state of growth across the Indian economy. Disclaimer: https://www.research.hsbc.com/R/101/FvjHlKS. 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 – Europe’s opportunities
12:21|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. Disclaimer: https://www.research.hsbc.com/R/101/jmPQNCJ. 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.