The Macro Brief - The AI ascendency
Aug 17, 2026 - 15:09
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The Macro Brief - Competing US narratives
Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials. Click here for app...
About This Episode
The Macro Brief - Competing US narratives is an episode from HSBC Global Viewpoint: Banking and Markets by Garen Yebremian. Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI...
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This episode belongs to HSBC Global Viewpoint: Banking and Markets.
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Episode Details
Published Jul 24, 2026, 15:13 long, audio available.
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