Market Pulse | High-signal updates for investors and operators

Host: Harold Vaninda (Hong Kong) Guest: Enis Islam (Asian Economist, HSBC Global Investment Research)

1. Introduction: The Unseen Fallout of the Strait of Hormuz Closure

• Core Premise: While typical economic and financial analyses of the Strait of Hormuz closure focus heavily on energy markets, oil, and fertilizers, the severe impacts on non-oil sectors and the labor force across Asia have been…

Host: Taimur Baig (Chief Economist, DBS Group Research) Guest: Vandana Hari (Founder, Vanda Insights)

1. Macro Framework & Structural Supply Bottlenecks

• The Scale of the Shock: The ongoing conflict in the Middle East initially threatened roughly 20% of global oil supply and nearly 20% of Liquified Natural Gas (LNG) supply passing through the Strait of Hormuz…

Speaker & Video Profile

• Subject Matter Experts: Lim Soo Chong - J.P. Morgan, Head of Asia Credit Research [00:00:00]
• Data Context: Broadcast date May 29, 2026. Analysis tracks active macro metrics, focusing on a 0.1% default rate and a 64% US dollar global market dominance benchmark…

Guest Details

• Herald Van der Linde: [00:00:26] Head of Equity Strategy, Asia Pacific at HSBC.

South Korea’s Market Dynamics & The National Pension Service (NPS)

• Institutional Support: The National Pension Service (NPS) is recognized as one of the largest pension funds in the world and has been a primary domestic institution supporting…

• Host / Anchor: Bernard Hickey [00:00:09, 00:09:05]
• Interviewer: Alex Tarrant [00:05:01]
• Subject Matter Experts:
• Brian Martin (Head of G3 Economics, ANZ) [00:00:56]
• Miles Workman (Senior Economist, ANZ)…

Speaker Profiles & Metadata

• Episode Date: Thursday, May 28, 2026 (Published May 27, 2026)
• Bernard Hickey: Podcast Host [00:08:54].
• Sharon Zollner: Chief Economist, ANZ New Zealand [00:00:52].
• Miles Workman: Senior Economist, ANZ…

Speaker: Chetan Ahya (Morgan Stanley's Chief Asia Economist)

Date/Time of Source: Tuesday, May 26, 2026, 2:00 PM HKT

1. The Macro Narrative: Asia’s Industrial Super Cycle

• Beyond the AI Narrative: The prevailing market consensus on Asia remains narrowly and almost exclusively concentrated on Artificial Intelligence [00:00:18]. However, AI is merely a…

Global Markets & Macro Overview

• Market Volatility: Global financial markets closed mixed overnight amidst high volatility driven by conflicting signals from the Middle East. Geopolitical tensions escalated following renewed military strikes by the United States against Iran, which simultaneously pressured markets alongside conflicting statements from Washington highlighting progress toward a peace…

Speaker & Episode Overview

• Host: Bernard Hickey [00:08:58]
• Guest Speakers:
• Daniel Hynes (ANZ Senior Commodity Strategist) [00:01:03]
• Mahjabein Zaman (ANZ Head of FX Research) [00:02:32]
• Khoon Goh (ANZ Head of Asia…

Release Date: May 21, 2026 Host: Oscar Pulido Guest: Arty Angara (Head of Global Product Solutions, APAC, BlackRock) Location: Singapore (iShares Client Event)

00:00:00 Macro Shift: From Optional to Core Portfolio Asset

• The Narrative Shift: For decades, international allocators viewed Asia strictly as a high-growth, long-term future play—frequently…

This summary covers the insights from the J.P. Morgan Asset Management podcast, featuring a discussion on identifying market "bright spots" amidst geopolitical tension and the rise of AI.

Speaker Details

• Kerry Craig: Global Market Strategist at J.P. Morgan Asset Management (Host).
• Helgi Skabelli: Lead Portfolio Manager for Core Global Portfolios in the International Equities Group at J.P. Morgan…

This episode of Under the Banyan Tree features Harold van der Linde (Head of Asian Equity Strategy at HSBC) and Fred Neumann (Chief Asia Economist at HSBC). The duo discusses their latest compendium of "eyepopping" statistics regarding Asian markets and economies, ranging from record-breaking gas prices to the resurgence of IPOs and retail trading frenzies.

**I. Global Fuel Costs & The EV…

This is a summary of the HSBC Macro Brief podcast episode titled "Fuel, food and fertilisers," featuring an in-depth analysis of how regional conflicts are reshaping global commodity markets and economic forecasts.

Podcast Overview & Speakers

• Host: James Pomeroy, Global Economist at HSBC [00:00:25].
• Guest: Paul Bloxham,…

This is a comprehensive summary of the "5 in 5 with ANZ" podcast for Friday, April 24, 2026, hosted by Bernard Hickey. The episode provides an overview of the global economic impacts of escalating tensions in the Middle East, specifically focusing on oil markets, regional growth, and central bank actions.

I. Middle East Conflict & Global Market Volatility

• Oil Price Surge:…

This summary covers the key financial and economic updates from the ANZ 5 in 5 podcast aired on Thursday, April 23rd, focusing on global market movements, central bank policies in Indonesia and Japan, and a deep dive into Singapore's economic resilience amidst oil price shocks.

Global Market Movements & Geopolitics

• Equities & Sentiment: US stocks trended upward following strong corporate…

This is a summary of the 5 in 5 with ANZ podcast from Tuesday, April 21, 2026, covering global geopolitical tensions, market reactions, and updated economic forecasts for Australia, New Zealand, and Malaysia.

Geopolitical Tensions & Oil Market Surge [00:00:09]

• Iran Ceasefire Status: The current ceasefire is scheduled to end at 8:00 PM US…

Here is a comprehensive summary of the "5 in 5 with ANZ" podcast for Wednesday, April 15, 2026, covering global markets, central bank policies, and a deep dive into the volatile oil market.

1. Global Market Overview & US Inflation [00:00:09]

• Market Shifts: Oil prices fell between 4% and 7% overnight, while US stocks rose on hopes for Middle East peace…