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Normale Ansicht

HSBC’s Kettner Sees Hyperscalers Back in Favor Amid ‘Melt-Up’

06. Juli 2026 um 14:23
Investors who recently scorned so-called hyperscalers are starting to come back as the companies show they can mint profits while spending hundreds of billions of dollars on artificial-intelligence infrastructure, according to Max Kettner of HSBC Holdings Plc.

Traders work at the New York Stock Exchange. Photographer: Michael Nagle/Bloomberg

HSBC, Standard Chartered Weigh SRTs as Asia-Linked Deals Ramp Up

03. Juli 2026 um 09:53
HSBC Holdings Plc is laying the groundwork for a significant risk transfer linked to a portfolio of Asia-Pacific loans as it ramps up use of the hedging instrument.

Pedestrians pass an HSBC Holdings Plc branch in Hong Kong, China, on Monday, July 28, 2025. HSBC is scheduled to release earnings results on July 30. Photographer: Lam Yik/Bloomberg

Prabowo Risks Prompt Global Banks to Pull Cash Out of Indonesia

29. Juni 2026 um 00:00
The three biggest foreign banks in Indonesia have shipped around $640 million of their earnings out of Southeast Asia’s largest economy since 2024 as they pare exposure amid President Prabowo Subianto’s increasingly state-focused economic policies.

Pandu Sjahrir Photographer: Edwin Koo/Bloomberg
  • ✇Bloomberg Technology
  • Stocks Churn Before Micron’s Earnings as Oil Sinks | The Close 6/24/2026
    Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are HSBC US Head of International Wealth, Asset MGMT & Global Private Banking Racquel Oden, Vanguard Investment Strategy Group Global Head of Capital Market Research Qian Wang, Morgan Health CEO Dan Mendelson, Novo Nordisk Executive Vice President, US Operations Jamey Millar, DoubleLine Capital Depot Chief Investment Office
     

Stocks Churn Before Micron’s Earnings as Oil Sinks | The Close 6/24/2026

24. Juni 2026 um 23:03
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are HSBC US Head of International Wealth, Asset MGMT & Global Private Banking Racquel Oden, Vanguard Investment Strategy Group Global Head of Capital Market Research Qian Wang, Morgan Health CEO Dan Mendelson, Novo Nordisk Executive Vice President, US Operations Jamey Millar, DoubleLine Capital Depot Chief Investment Officer Jeffrey Sherman, Wedbush Securities Equity Research Managing Director Matt Bryson, Deepwater Asset Management Managing Partner Gene Munster, Redfin Chief Economist Daryl Fairweather, Tickitto Founder & CEO Dana Lattouf, & On Location President Paul Caine. (Source: Bloomberg)

HSBC Holdings PLC Photographer: Simon Dawson/Bloomberg
  • ✇Bloomberg Technology
  • HSBC's Oden Highlights Potential in Chip Sector Amid Market Volatility & AI Growth
    Racquel Oden, US Head of International Wealth, Asset Management, and Global Private Banking at HSBC, discussed the current market dynamics surrounding the chip sector, particularly focusing on Micron's influence. She emphasized the importance of maintaining a long-term investment perspective despite short-term volatility driven by fluctuating oil prices and uncertain interest rate directions signaled by the Federal Reserve chair. She speaks with Romaine Bostick & Katie Greifeld on "The Close
     

HSBC's Oden Highlights Potential in Chip Sector Amid Market Volatility & AI Growth

24. Juni 2026 um 20:36
Racquel Oden, US Head of International Wealth, Asset Management, and Global Private Banking at HSBC, discussed the current market dynamics surrounding the chip sector, particularly focusing on Micron's influence. She emphasized the importance of maintaining a long-term investment perspective despite short-term volatility driven by fluctuating oil prices and uncertain interest rate directions signaled by the Federal Reserve chair. She speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)

HSBC Wealth Survey Shows AI Losing Out to Humans in Key Areas

24. Juni 2026 um 08:59
For the truly rich, artificial intelligence can’t compete with human advisers in handling many of their needs, according to a report from HSBC Holdings Plc.

The HSBC Holdings Plc logo atop a tram station outside the bank's headquarters building in Hong Kong, China, on Monday, July 28, 2025. HSBC is scheduled to release earnings results on July 30.
  • ✇Bloomberg Technology
  • HSBC’s Jain on Hormuz Strait Reopening
    Parash Jain, Global Head of Transport and Logistics at HSBC, says shipping companies remain in “wait-and-see” mode as the Strait of Hormuz edges closer to reopening under a US–Iran agreement. He notes the next 40–50 days will be critical in determining whether more vessels can pass through, as de-mining operations are still underway. He does not expect significant movement in the short term. He speaks with Shery Ahn and Haidi Stroud Watts on "Bloomberg: The Asia Trade". (Source: Bloomberg)
     

HSBC’s Jain on Hormuz Strait Reopening

17. Juni 2026 um 02:50
Parash Jain, Global Head of Transport and Logistics at HSBC, says shipping companies remain in “wait-and-see” mode as the Strait of Hormuz edges closer to reopening under a US–Iran agreement. He notes the next 40–50 days will be critical in determining whether more vessels can pass through, as de-mining operations are still underway. He does not expect significant movement in the short term. He speaks with Shery Ahn and Haidi Stroud Watts on "Bloomberg: The Asia Trade". (Source: Bloomberg)

HSBC Holdings PLC Photographer: Simon Dawson/Bloomberg

HSBC Said to Have $400 Million Exposure to Ailing UAE Firm IFFCO

12. Juni 2026 um 14:26
IFFCO Group, one of the Middle East’s largest consumer goods companies, has emerged as an unwelcome headache for HSBC Holdings Plc at a time when Chief Executive Officer Georges Elhedery is trying to make the British lender leaner, simpler and more disciplined with capital.

IFFCO's portfolio spans food, packaging, chemicals and logistics.
  • ✇Bloomberg Markets
  • HSBC's Kettner: Stocks Don’t Need a Catalyst to Keep Rising
    Stocks can continue climbing without a specific catalyst, despite recent volatility, as structural factors support higher valuations, according to HSBC Chief multi-asset strategist Max Kettner. “I don’t think there needs to be a catalyst,” said Kettner. He explained that we’re in a world of structurally higher nominal growth, and structurally higher revenue growth, meaning if company margins don’t change then earnings will continue to rise. Kettner joined Guy Johnson, Anna Edwards and Tom Mac
     

HSBC's Kettner: Stocks Don’t Need a Catalyst to Keep Rising

12. Juni 2026 um 13:43
Stocks can continue climbing without a specific catalyst, despite recent volatility, as structural factors support higher valuations, according to HSBC Chief multi-asset strategist Max Kettner. “I don’t think there needs to be a catalyst,” said Kettner. He explained that we’re in a world of structurally higher nominal growth, and structurally higher revenue growth, meaning if company margins don’t change then earnings will continue to rise. Kettner joined Guy Johnson, Anna Edwards and Tom Mackenzie on "The Opening Trade." (Source: Bloomberg)

HSBC Holdings PLC Photographer: Simon Dawson/Bloomberg
  • ✇Bloomberg Markets
  • Paul Chan on Hong Kong’s Market Outlook
    Paul Chan, Financial Secretary, Hong Kong Special Administrative Region of the People's Republic of China told Bloomberg’s Yvonne Man that legitimate inflows are still being encouraged when he was asked about Beijing’s recent crackdown on cross border capital flows at Bloomberg Invest 2026 in Hong Kong. (Source: Bloomberg)
     

Paul Chan on Hong Kong’s Market Outlook

10. Juni 2026 um 04:43
Paul Chan, Financial Secretary, Hong Kong Special Administrative Region of the People's Republic of China told Bloomberg’s Yvonne Man that legitimate inflows are still being encouraged when he was asked about Beijing’s recent crackdown on cross border capital flows at Bloomberg Invest 2026 in Hong Kong. (Source: Bloomberg)

  • ✇Bloomberg Markets
  • Bloomberg Surveillance 6/8/2026
    Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
     

Bloomberg Surveillance 6/8/2026

08. Juni 2026 um 16:04
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

Morgan Stanley Photographer: Victor J. Blue/Bloomberg
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