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Macro Minutes

Macro Minutes

Hosted by RBC Capital Markets

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Episodes

112

Latest episode

Jul 2026

Language

EN

About the show

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.

Listen to episodes

60 recent
July 29, 202614 min

Yellow Card for Carry

The summer of soccer is over—and geopolitics and the Fed just took the pitch. Our EM strategists break down why they have locked in gains, where the Brazilian real goes from here, the South African rand's new vulnerability, and why the Korean won is the MVP of July.Abbas 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

July 23, 202616 min

Holding pattern

With the ECB keeping rates on hold, and the BOE and Fed expected to do the same, Blake and George explore what's really driving central bank decisions. From energy market pressures in Europe to an unexpectedly hawkish Fed backdrop, discover why holding steady is anything but straightforward in this week's policy meetings.Participants:Blake Gwinn (Desk Strategy), Head of US Rates StrategyGeorge Moran (Desk Strategy), European Macro Strategist* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

July 16, 202615 min

Rate hike fever crosses the Tasman Sea

In this all-Antipodean edition of Macro Minutes, Robert Thompson and Mary Jo Vergara discuss the RBNZ hiking the OCR rates for the first time in three years with more to come, in contrast to the RBA, which is stepping back into the shadows after three quick-fire hikes in February, March, and May.Participants:Robert Thompson (Desk Strategy), Head of Australian Economics & Rates StrategyMary Jo Vergara (Desk Strategy), Senior Economist* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

July 9, 202617 min

Stall speed, holding pattern

The Canadian economy is at stall speed and the BoC is in a holding pattern. There has been no GDP growth and anemic employment gains over the last year – amid the dual forces of a population and trade shock. The consumer has actually been quite resilient in the face of these shocks. While the starting point should keep the BoC on hold for the rest of the year, better prospects for growth are ahead and this should see the BoC delivering hikes in 2027. Listen for more detailed views on the Canadian economy and fixed income markets in the coming quarters.Participants:Jason Daw (Desk Strategy), Head of North America Rates StrategySimon Deeley (Desk Strategy), Canadian Rates Strategist* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

June 26, 202616 min

The summer of soccer

In this month's Emerging Markets edition, Luis Estrada is joined by Abbas Keshvani and Dasha Parkhomenko to analyze recent developments across emerging markets. The discussion covers the changing direction of the US dollar, preferred trades for the current environment, and key risks to their outlook.Participants:Abbas 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

June 18, 202621 min

We need to talk about Kevin!

In this special edition of Macro Minutes, Peter Schaffrik is joined by Blake Gwinn to dissect the first FOMC meeting under the new chairman Warsh. Blake shares his views on the task forces set up, the market reaction to the change in the SEP projections and explains why he still does not expect rate hikes this year.Participants:Peter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsBlake Gwinn (Desk Strategy), Head of US Rates Strategy* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

June 12, 202612 min

Going for a hike!

Straight after the ECB’s first rate increase in quite a few years, Cathal Kennedy and Peter Schaffrik discuss the ECB’s rate hike, the set of new forecast and the likely path going forward. Peter and Cathal also discuss next week’s BoE meeting and compare and contrast the two central banks’ approach to monetary policy at present.Participants:Peter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsCathal Kennedy (Desk Strategy), Senior UK Economist* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

June 5, 202618 min

Investment strategy through the ‘up crash’ and beyond

Recorded at the Global Energy, Power, and Infrastructure Conference in New York, this special edition brings a real-time read on where markets stand. Lori Calvasina, Head of U.S. Equity Strategy, joined Amy Wu Silverman and Callie Simpkins for an on-the-ground conversation about the US equity outlook and key macro themes. They break down why inflation remains the risk to watch and what it means for equity market positioning.Participants:Lori Calvasina (Research), Head of U.S. Equity StrategyAmy Wu Silverman, Head of Derivatives StrategyCallie Simpkins, Managing Director, Cross-Asset Hedge Fund Sales* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

May 29, 202616 min

Limbo of war

There are good reasons to wait for confirmation of a deal before loading up on risk. But while we wait, we recommend being oil-neutral via RV strategies between energy importers. In a post-war world, we see opportunities to turn bullish on currencies that have been dragged by the war. We also discuss potential the impact of politics in Latam and EMEA FX, China fiscal stimulus, KRW underperformance, and more.Abbas 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

May 15, 202616 min

Anarchy in the UK?

Sterling markets have had a rough ride over the last few weeks. In part this is against the backdrop of the oil price shock, but it is also due to the domestic political uncertainty that has once again come to the fore. In this episode, Peter Schaffrik and Cathal Kennedy unpick the difficult situation, provide a view on the outcome of the recent turmoil along with an outlook on what the political landscape in the UK might look like in the months and years to come.Peter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsCathal Kennedy (Desk Strategy), Senior UK Economist* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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