Macro Minutes

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Macro Minutes - RBC Capital Markets macro and market strategy series – explores the latest financial market and economic developments. Listen today to hear high conviction insights from RBC’s desk strategists and research analysts.

  1. -1 J

    Introducing the new European Edition

    In the first episode of our new monthly ‘European Edition’ we talk about political instability in the UK and its impact on markets. Despite the uncertainties, we still see value in the short end of the UK Gilt curve, also versus the EUR market. We also outline that we see the ECB on hold for the rest of the year despite inflation being below the 2% target and why we think the EUR yield curve steepening is far from over. Peter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsCathal Kennedy (Desk Strategy), Senior UK EconomistMegum Muhic (Desk Strategy), UK Rates Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

    16 min

  2. 5 FÉVR.

    Golden opportunity?

    There seems to be a confluence of factors that have conspired to be the perfect storm for gold. Prices gains have been parabolic, the recent correction severe, but dip buyers arrived in force to support the market. Is there still a golden opportunity in the shiny metal? Jason Daw (Desk Strategy), Head of North America Rates StrategyChristopher Louney (Research), Gold & Natural Gas Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

    21 min

  3. 28 JANV.

    Introducing RBC’s EM Pulse

    We are introducing our new EM Pulse publication, highlighting our views across Asia, EMEA, and LatAm in 2026. This episode features discussions from our positive view on CNY and China’s outlook to why we think the South African rand’s positive momentum can continue and the role of FX carry in the outperformance of LatAm FX this year. Participants: Richard Cochinos (Desk Strategy), FX StrategistAbbas Keshvani (Desk Strategy), Asia Macro StrategistDaria Parkhomenko (Desk Strategy), FX StrategistLuis Estrada (Desk Strategy), LATAM FX Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

    16 min

  4. 22 JANV.

    Beware the cracks!

    Geopolitical tensions are on the rise again and have lately filtered into markets more clearly. Global bond yields started rising again, the yield curve steepened from both ends and the USD is on the back foot again. Meanwhile, the JGB market is under pressure and JPY worries are mounting. Participants: Peter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsBlake Gwinn (Desk Strategy), Head of US Rates StrategyRichard Cochinos (Desk Strategy), FX Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

    29 min

  5. 05/12/2025

    2026 Outlook: Macro, Monetary Policy & Rates

    As central banks chart divergent paths into 2026, regional opportunities and risks emerge across markets. Join our rates experts from the US, Canada, Europe, and APAC on a world tour breaking down what policy divergence means for bond yields, inflation risks, relative market performance, and how to navigate the year ahead.  Participants:  Jason Daw (Desk Strategy), Head of North American Rates Strategy Blake Gwinn (Desk Strategy), Head of US Rates Strategy Simon Deeley (Desk Strategy), Canada Rates Strategist Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics Robert Thompson (Research), Australian Macro Rates Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

    27 min

  6. 19/11/2025

    Limited Series | Special Edition Episode: Building success through culture and scale

    RBC BlueBay CEO Eric Gerth discusses the asset manager's $700B global growth, industry consolidation drivers, and the strategic importance of scale, culture, and AI investment in shaping the future of financial services.

    23 min

  7. 04/11/2025

    Less Support

    With the Fed signaling meaningful changes to their policy stance, what will be the cascading effects across US rates, equities, and global FX markets in what promises to be a pivotal period for investors? In this episode, we discuss the interconnected challenges of monetary policy pivots, earnings expectations heading into 2026, and the looming Supreme Court decision on US tariffs that could reshape global trade dynamics. Participants: Lori Calvasina (Research), Head of U.S. Equity StrategyRichard Cochinos (Desk Strategy), FX StrategistBlake Gwinn (Desk Strategy), Head of US Rates Strategy * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

    31 min

  8. 02/10/2025

    Shutdown

    The US government shutdown is the latest in a long list of developments in 2025 that has injected heightened uncertainty into macro and markets. There are some known unknowns about how this will impact the economic data but there are also lots of unknown unknowns. In this episode, we will shed light on what it means for the economy, Fed, and bond market. Participants: Jason Daw (Desk Strategy), Head of North American Rates Strategy Izaac Brook (Desk Strategy), US Rates Strategy Michael Reid (Economics), Senior US Economist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

    13 min
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À propos

Macro Minutes - RBC Capital Markets macro and market strategy series – explores the latest financial market and economic developments. Listen today to hear high conviction insights from RBC’s desk strategists and research analysts.

Informations

  • Création
    RBC Capital Markets
  • Années d’activité
    2022 - 2026
  • Épisodes
    92
  • Classification
    Tous publics
  • Copyright
    © Copyright 2026 RBC Capital Markets
  • Site web de l’émission
    Macro Minutes

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