Macro Minutes
RBC Capital Markets
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S1E108 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…
S1E107 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,…
S1E106 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,…
S1E105 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…
S1E104 Positivity isn’t always naivete
Equity markets keep hitting all-time highs. Rates markets are telling a more cautious story. So which one has it right? In this episode, we examine the complacency narrative through both an equity…
S1E103 Searching for EM opportunities
Uncertainty on the path of the Iran conflict remains. The second and third order effects for the global economy have yet to be seen, but FX markets are taking an optimistic view on the outcome of the…
S1E102 To hike, or not, that is the question
Market pricing for central bank policy rates has been on wild ride. Front-end yield spiked to extreme levels during the initial phase of the oil shock. They are lower now but in some countries…
S1E101 Private Credit - a public affair?
In this European episode of Macro Minutes, Peter is joined by Marc Sanchez who is RBC’s Head of European Financials Sector Strategy and recently wrote a detailed note about the private credit market…
S1E100 Weakest links!
In this episode, we examine how the Middle East conflict transmits economic shocks beyond energy markets, focusing on supply chain disruptions in Asia-Pacific and global inflationary pressures. Join…
S1E99 Stress Testing EMFX for Oil
The episode examines the Iran conflict through an emerging markets lens, analyzing recent developments and exploring two primary scenarios that could unfold in the coming weeks. The first scenario…
S1E98 Deja vu
In this European edition of Macro Minutes, we discuss the rise in energy prices in the wake of the Middle East conflict brings back painful memories of the 2022 energy shock for Europe. We dissect…
S1E97 A New Circularity
Concerns over the spending and investment circularity of the AI Ecosystem between chip makers, hyperscalers and data centers has shifted to a New Circularity, driving credit spreads wider. The New…
S1E96 SCOTUS ruling EM-positive, risks remain
The US Tariff framework is changing. China is preparing for its National People’s Congress. Latin America is entering a period of political volatility. We give our take on the current EM…
S1E95 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,…
S1E94 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…
S1E93 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…
S1E92 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…
S1E91 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…
S1E90 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…
S1E89 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…
Frequently Asked Questions
Macro Minutes has published 106 episodes since March 2022, covering topics in Business, Business News.
Macro Minutes is currently highly active with new episodes weekly. Average episode length is 21m.
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