Liz Martins, Senior UK Economist, looks at whether a pick-up in the latest data marks a turning point for Europe’s economies.

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The Macro Brief – What do Europe and the weather have in common?

Back from the Chinese New Year break, Fred welcomes Chief China Economist Jing Liu and Head of A-share Consumer Research Kathy Song to the podcast to talk holiday spending in Asia's top economy.

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Under the Banyan Tree – How to read a record-breaking CNY

Paul Mackel, Global Head of FX Research, looks at what’s causing USD weakness and which currencies could stand to benefit.

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The Macro Brief – The USD’s struggle

Herald and Fred dive into the world of Chinese demographics, discussing the effects of an aging population on spending trends and the wider economy.

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Under the Banyan Tree – China's silver spenders

Irma Potes, Director of Community Outreach, Grupo Mexico, Paulina Serrano, Deputy Director of Sustainability, Grupo Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research, to discuss Grupo Mexico's innovative approach to sustainability transition as well as their impact on communities and the environment.

This episode was recorded on 16 October 2025.

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

Perspectives: Navigating sustainable infrastructure transition with Grupo Mexico

Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified.

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

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The Macro Brief – Can AI replace software?

Fred welcomes Senior ASEAN Economist Yun Liu to the podcast to talk Vietnam's lofty economic goals and whether a growth target of at least 10% year-on-year is achievable.

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Under the Banyan Tree – Can Vietnam hit its own high targets?

The economics team takes over the studio this week, with Chris Hare, Liz Martins and Fabio Balboni discussing the latest Bank of England and ECB meetings.

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The Macro Brief – From Frankfurt to Threadneedle Street

As Japan gears up for a general election, Fred and Herald discuss what the outcome could mean for Asia's second-largest economy, and why the world is taking notice.

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Under the Banyan Tree – Japan heads to the polls

Ryan Wang, US Economist, and Dhiraj Narula, US Rates Strategist, look at the key issues facing the Federal Reserve this year.

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The Macro Brief – The Fed in focus

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Garen Yebremian

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