Macro Minutes

RBC Capital Markets
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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. 3 DAYS AGO

    SCOTUS ruling EM-positive, risks remain

    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

    14 min

  2. 19 FEB

    Diversify the Buy

    Over the past 6-12 months Treasury yields are rangebound, gold surged, but the USD has weakened. Despite the de-dollarization narrative, investors have continued to accumulate USD denominated assets, but with a cautious bias (i.e. hedging). To unpack these complexities you will hear insights from Blake Gwinn (Head of US Rates Strategy), Richard Cochinos (FX Strategy), and Chris Louney (Natural Gas and Gold Strategist). Participants: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

    25 min

  3. 12 FEB

    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

  4. 5 FEB

    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

  5. 28 JAN

    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

  6. 22 JAN

    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

  7. 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

  8. 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
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About

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.

Information

  • Creator
    RBC Capital Markets
  • Years Active
    2022 - 2026
  • Episodes
    94
  • Rating
    Clean
  • Copyright
    © Copyright 2026 RBC Capital Markets
  • Show Website
    Macro Minutes

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