How is the global trade landscape evolving and what does it mean for businesses navigating uncertainty?

In the latest episode of HSBC Perspectives, trade expert Ambassador Michael Froman, President of the Council on Foreign Relations, speaks with Michael Roberts, HSBC’s CEO of Corporate and Institutional Banking, about how policy shifts, geopolitics and resilience priorities are reshaping trade and supply chains.

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This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026

Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: The rewiring of global trade

HSBC’s Global Head of Trade Solutions, Vivek Ramachandran, sits down with DRWakefield's Managing Director Terry Sparling to unpack what’s reshaping the global coffee market right now. From tariffs and trade disruption to price volatility and supply chain pressure, they explore what it means for businesses on the ground - and how HSBC can help clients stay resilient and keep trade moving through uncertainty.

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Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: Unpacking the global coffee market with DRWakefield

This episode features Kenneth Rogoff, Professor at Harvard University and former Chief Economist at the International Monetary Fund, in conversation with Volkan Benihasim, HSBC’s Global Head of Macro – FX, Rates and Commodities. They explore the evolution of dollar dominance and what could shape the next chapter – from central bank independence and fiscal discipline to the rise of the renminbi and digital finance.

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This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Copyright © Kenneth Rogoff 2026, All Rights Reserved

Perspectives: Beyond the dollar

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.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/KDq7X9G

Stay connected and access free to view reports and videos from HSBC Global Investment 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 – Containers and crude

Economist, author and former White House advisor, Dr. Pippa Malmgren, joins Zoë Knight, HSBC’s Global Head of Sustainability Research and Integration. Together, they explore how frontier climate technologies could shift us from a mindset of scarcity to an “age of abundance” – from space-based solar power and wireless energy transmission that could bypass grid constraints, to the “new nuclear” and advanced materials that may accelerate the energy transition.

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This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: The age of abundance

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.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/KDq7X9G

Stay connected and access free to view reports and videos from HSBC Global Investment 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 – What will a Warsh Fed look like?

Herald van der Linde talks to Charlene Liu, Head of China Internet Research, about the next phase in the global AI boom and how it's being implemented and monetised in China.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/h6Pmvxq

Stay connected and access free to view reports and videos from HSBC Global Investment 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 - How is China using agentic AI?

This episode of HSBC’s Perspectives series features Dr Janet Yellen, former Chair of the US Federal Reserve and former US Treasury Secretary. In-conversation with Janet Henry, Global Chief Economist, HSBC, Dr Yellen shares her views on the global economic impact of the conflict in the Middle East, including what it could mean for inflation, growth and monetary policy. Drawing on her own experience, she offers a rare look inside the workings of the Federal Reserve FOMC and shares her views on possible disinflation from AI-driven productivity growth and the challenges facing US fiscal policy.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: Inside the Fed   

Energy markets are facing an extraordinary supply shock. Amos Hochstein, Managing Partner at TWG Global and former White House Senior Advisor, joins HSBC Senior Economic Adviser, Stephen King, in this video podcast to discuss what this major disruption to energy flows could mean for global supply chains, inflation, economic resilience and the energy transition.

Watch or listen to find out more.

This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit

Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: Energy shocks and security

Herald welcomes fellow equity strategist Prerna Garg to the studio to dissect the massive rally and white-knuckle volatility that Korean stocks have seen in recent times.

Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/20/rH7BNLm

Under the Banyan Tree – Behind one of the biggest rallies we've ever seen

We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving international growth and creating opportunities for businesses to build networks in global markets.

Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge Financial Technology and more.

For more information about anything you heard on this podcast or to learn how HSBC can help your business find international growth opportunities, please visit https://www.gbm.hsbc.com/ [http://grp.hsbc/gvbm].

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Garen Yebremian

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