Commodities, tariffs & trade

With the US and Iran reportedly edging towards a deal, Kim Fustier and Shanella Rajanayagam consider the implications of the conflict on oil prices and global trade.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget ...  Show more

In this US special, Ryan Wang, Dhiraj Narula and Saul Martinez look at what’s next for the Federal Reserve, the impact of recent supply shocks, and how consumers are showing resilience despite rising costs.For more content from HSBC Global Investment Research, just search for #HS ...  Show more

With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets.For more content from HSBC Global Investment Research, ...  Show more

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of ada ...  Show more

At the heart of President Trump's tariffs is this idea that we should not be buying more from other countries than they are buying from us. Basically, he wants to get rid of the trade deficit. And in the wake of the tariff announcement we got a LOT of questions from listeners abo ...  Show more

Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple effects. Carmakers were among the hardest hit, while some investors sought safer havens in more stable sectors, such as consumer ...