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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.
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- Votes and Volatility · 15 min · Sezonul 1 Episodul 124Lula shocked Brazil – BRL is still reeling. Israel's votes are in – no winner yet. South Africa passed the budget test – local elections are next. And year-end seasonality? Right…
- Canadian Equity Compass · 17 min · Sezonul 1 Episodul 123Interesting factoid - the Canadian stock market has outperformed the S&P and Nasdaq over the last year and has similar performance YTD. Who would have thought, without the AI…
- Around the world in 15 minutes · 16 min · Sezonul 1 Episodul 122A broad tour of global FX markets spanning Asia, G10, and LatAm, covering key currency trades, positioning, and central bank divergence. The discussion highlights major risks…
- Wake up call · 27 min · Sezonul 1 Episodul 121There has been a substantial widening of spreads in the European bond markets. While the epicentre is in the French bond market, it seems to have morphed from a French…
- Dumpster fire · 28 min · Sezonul 1 Episodul 120Bond yields have spiked globally led by an inter-related combination of oil prices and re-pricing of central bank terminal rates. Momentum and investors exiting long exposure has…
- EM under pressure: when resilience runs out · 12 min · Sezonul 1 Episodul 119For most of 2026, Emerging Market assets held their ground against a wall of external headwinds — but September may mark the moment that resilience finally cracks. A surprise Fed…
- Time is ticking! · 14 min · Sezonul 1 Episodul 118The ECB hiked rates a second time in this cycle last week and did not suggest that the 2.50% they previously flagged as top end of neutral will be a key line in the sand. In…
- What comes next for European markets? · 20 min · Sezonul 1 Episodul 116In this Partner of Choice special episode, we look at how change across European markets is creating new opportunities for resilient growth and how RBC is strengthening its…
- Guarded exuberance in EM FX · 11 min · Sezonul 1 Episodul 117EM FX has enjoyed a lift from a constructive macro backdrop, with growth resilient and inflation generally under control. We retain a bullish bias (long KRW, MYR, BRL) but…
- Back to school · 26 min · Sezonul 1 Episodul 115As summer ends, financial markets face a crucial semester ahead. The next Fed meeting looms large and the path to hikes runs squarely through inflation, with or without, Warsh’s…
- Yellow Card for Carry · 14 min · Sezonul 1 Episodul 114The 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…
- Holding pattern · 16 min · Sezonul 1 Episodul 113With 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…
- Rate hike fever crosses the Tasman Sea · 15 min · Sezonul 1 Episodul 112In 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…
- Stall speed, holding pattern · 18 min · Sezonul 1 Episodul 111The 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…
- The summer of soccer · 16 min · Sezonul 1 Episodul 110In 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…
- We need to talk about Kevin! · 21 min · Sezonul 1 Episodul 109In 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…
- Going for a hike! · 13 min · Sezonul 1 Episodul 108Straight 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…
- Investment strategy through the ‘up crash’ and beyond · 19 min · Sezonul 1 Episodul 107Recorded 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…
- Limbo of war · 17 min · Sezonul 1 Episodul 106There 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…
- Anarchy in the UK? · 16 min · Sezonul 1 Episodul 105Sterling 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…
