Macro

Find the latest macro analysis and insights

Global Investment Management Survey
  • 05 Jun 2026

The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.

Monthly Checkpoints
  • 05 Jun 2026

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Chec...

New Zealand Fixed Income Monthly (May 2026)
  • 05 Jun 2026

The RBNZ held rates steady in May amid a split decision, viewing recent inflation pressures as likely temporary. Weak demand, spare capacity and subdued wage growth are expected to limit price pass...

The Capex Cycle: From Investment to Growth
  • 05 Jun 2026

What is driving the next phase of economic growth? Our latest Capital Insights explores how capital expenditure, particularly AI-driven investment, is shaping productivity, earnings, and the broade...

Market Flash: A pivotal moment
  • 05 Jun 2026

•    Last week’s hopes that a ceasefire would soon be signed were dashed by developments.  •    Despite the uncertainty, the market is convinced that discussions will be successful, a situation ref...

HSBC Asset Management exceeds fundraising target at final close of UK direct lending strategy
  • 05 Jun 2026

HSBC Asset Management exceeds target with USD 2bn final close for second UK direct lending vintage

Another Upside Surprise in US Payrolls
  • 05 Jun 2026

Global equities eased from record highs.

E35 – Inside Canada’s 2026 Spring Economic Update
  • 05 Jun 2026

Why US and international dividend strategies are working again
  • 05 Jun 2026

As markets broaden beyond mega-cap technology stocks, dividend-oriented strategies are attracting renewed attention. Learn more from Dina Ting.