---
title: "HSBC doubles down on global equity optimism despite Fed uncertainty"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289256160.md"
description: "HSBC recommends a maximum overweight in global equities, arguing that key risks are overstated and already priced in. Meanwhile, Goldman Sachs has revised its Fed outlook, seeing no rate cuts in 2026 due to strong jobs data, which raises the possibility of a hike. Market focus shifts to upcoming CPI and PPI reports, with energy costs and AI investment now viewed as primary inflation drivers rather than tariffs."
datetime: "2026-06-10T01:29:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289256160.md)
  - [en](https://longbridge.com/en/news/289256160.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289256160.md)
---

# HSBC doubles down on global equity optimism despite Fed uncertainty

HSBC's bullish call: HSBC advises maximum overweight in global equities, saying key risks are overstated and already priced into markets. Fed outlook shifts: Goldman Sachs now sees no Fed rate cuts in 2026 after strong jobs data, raising chances of a hike. Inflation in focus: Upcoming CPI and PPI reports could sway markets as energy and AI investment replace tariffs as main inflation drivers.

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