Commodities, tariffs & trade

Following another solid US earnings season, Shiva Joon and Duncan Toms look at what’s driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates.For more content from HSBC Global Investment Research, just search for #HSB ...  Show more

Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcas ...  Show more

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit m ...  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

Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 

As geopolitical tensions persist, global trade dynamics are becoming increasingly complex—and many leaders find themselves on tenterhooks. On this episode of The McKinsey Podcast, Cindy Levy and Shubham Singhal, two global coleaders of McKinsey’s geopolitics work, join Global Edi ...  Show more