Janet Henry

Joining the discussion are Gearoid Reidy, a Bloomberg Opinion columnist focused on Japanese politics and economics, and Janet Henry, Global Chief Economist at HSBC. They dive into the recently announced US-Japan trade deal, which includes a mysterious $550 billion investment pledge, and discuss its potential political fallout for Japan's Prime Minister. Gearoid elaborates on the implications of new tariffs, while Janet analyses the impact of ongoing negotiations on the global economy and consumer spending amidst rising inflation. This hefty trade landscape presents both opportunities and uncertainties.

Janet Henry, Global Chief Economist at HSBC, offers a global macro outlook. She reviews 2025 inflation volatility and trade resilience after tariff shocks. She explores shaky foundations for 2026 growth, the upside and risks of AI, diverging central-bank paths including Japan, and where rates may move next amid Fed leadership risks and inflation expectations.

Janet Henry, Global Chief Economist with expertise in inflation and energy shocks. She discusses oil disruption scenarios and a possible short, sharp price spike. She outlines a higher-for-longer oil risk and its knock-on effects. She maps country winners and losers and reviews fiscal and monetary responses. She closes with longer-term security and energy policy implications.

Janet Henry, Global Chief Economist at HSBC, shares her insights on US economic resilience and future rate cuts. Murat Ulgen, Global Head of Macro Strategy, discusses the bullish market sentiment amidst global uncertainties. Paul Mackel, Global Head of FX Research, analyzes the dollar's potential decline as the Fed eases. They also explore the impact of AI on productivity, emerging markets' stability, and the limited inflationary effects of tariffs. The conversation highlights key issues such as corporate credit risks and gold's appeal amid uncertainty.

In this engaging discussion, Janet Henry, Global Chief Economist, dives into the implications of tariff uncertainties on economic data. She highlights how trade dynamics are affecting smaller businesses and contrasts resilient economic indicators with declining consumer confidence in the U.S. The conversation touches on Moody's recent downgrade of U.S. debt, raising alarms about fiscal health. Janet also assesses global economic trends from Europe to Asia, focusing on investments and shifting market strategies, particularly regarding Gulf economies.