The Macro Brief by HSBC Global Research

The dollar bounces back

Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions. For more content from HSBC Global Investment Research, just search for #HSBCResearch [https://www.linkedin.com/feed/hashtag/hsbcresearch/] on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube [https://www.youtube.com/playlist?list=PLGwUcoTj1_2pHb9BwGJDzK2GN5cg028rF], Apple Podcasts [http://grp.hsbc/UnderTheBanyanTree_Apple] or Spotify [http://grp.hsbc/UnderTheBanyanTree_Spotify] or wherever you get your podcasts.   Email us at AskResearch@hsbc.com [AskResearch@hsbc.com] for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https:https://www.research.hsbc.com/R/101/WsVqFks ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Shock to the system

Janet Henry, Global Chief Economist, looks at what the unprecedented energy shock means for the economic outlook. For more content from HSBC Global Investment Research, just search for #HSBCResearch [https://www.linkedin.com/feed/hashtag/hsbcresearch/] on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube [https://www.youtube.com/playlist?list=PLGwUcoTj1_2pHb9BwGJDzK2GN5cg028rF], Apple Podcasts [http://grp.hsbc/UnderTheBanyanTree_Apple] or Spotify [http://grp.hsbc/UnderTheBanyanTree_Spotify] or wherever you get your podcasts.   Email us at AskResearch@hsbc.com [AskResearch@hsbc.com] for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qQcrkHB ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Testing emerging market resilience

Murat Ulgen and Ali Cakiroglu look at whether geopolitical developments have dampened investor sentiment towards emerging market assets. For more content from HSBC Global Investment Research, just search for #HSBCResearch [https://www.linkedin.com/feed/hashtag/hsbcresearch/] on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube [https://www.youtube.com/playlist?list=PLGwUcoTj1_2pHb9BwGJDzK2GN5cg028rF], Apple Podcasts [http://grp.hsbc/UnderTheBanyanTree_Apple] or Spotify [http://grp.hsbc/UnderTheBanyanTree_Spotify] or wherever you get your podcasts.   Email us at AskResearch@hsbc.com [AskResearch@hsbc.com] for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HDtKZRk ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

LatAm’s moment?

Joseph Incalcaterra, Daniel Lavarda and Jose Carlos Sanchez from our LatAm team look at what’s behind the pick-up in investor interest in the region. For more content from HSBC Global Investment Research, just search for #HSBCResearch [https://www.linkedin.com/feed/hashtag/hsbcresearch/] on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube [https://www.youtube.com/playlist?list=PLGwUcoTj1_2pHb9BwGJDzK2GN5cg028rF], Apple Podcasts [http://grp.hsbc/UnderTheBanyanTree_Apple] or Spotify [http://grp.hsbc/UnderTheBanyanTree_Spotify] or wherever you get your podcasts.   Email us at AskResearch@hsbc.com [AskResearch@hsbc.com] for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7FrWTv2 ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

The Middle East: energy and shipping

Kim Fustier and Parash Jain look at what the Middle East conflict means for oil and gas prices, transport and logistics. For more content from HSBC Global Investment Research, just search for #HSBCResearch [https://www.linkedin.com/feed/hashtag/hsbcresearch/] on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube [https://www.youtube.com/playlist?list=PLGwUcoTj1_2pHb9BwGJDzK2GN5cg028rF], Apple Podcasts [http://grp.hsbc/UnderTheBanyanTree_Apple] or Spotify [http://grp.hsbc/UnderTheBanyanTree_Spotify] or wherever you get your podcasts.   Email us at AskResearch@hsbc.com [AskResearch@hsbc.com] for any questions. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S2t9LFw ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.