Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/B6KLVmt

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Fresh from HSBC's inaugural Brazil Forum, Head of LatAm Macro Strategy Joseph Incalcaterra joins Aline van Duyn to discuss the macro landscape across Latin America's key economies.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/NBdxbGK

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Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/nFbhDKS

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Janet Henry, Global Chief Economist, looks at how the world economy is muddling through despite substantial challenges, while Ali Cakiroglu, Emerging Markets Strategist, explains why investors are becoming more bullish on EM assets.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/smqScSg

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Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant.

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Ahead of the Federal Reserve’s September meeting, US economist Ryan Wang assesses the potential pace of interest rate cuts and the implications of the growing US deficit.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CwxmMFV

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From sticky inflation to precarious public finances, Liz Martins, Senior UK Economist, assesses the UK’s financial troubles as the country looks ahead to an Autumn Budget.

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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/kMkgkSP

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Alastair Pinder, Head Global and EM Equity Strategist, looks at some surprising connections between AI and tariffs and how they are changing the way companies operate.

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