Macro Minutes

• 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

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  27:12

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  27:12
• 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.

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  22:50

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  22:50
• 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

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  31:14

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  31:14
• 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

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  13:17

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  13:17
• Ready, Set, Slow

  We delve in the key macro themes driving monetary policy decisions and discuss when/if policy easing cycles will re-start, how fast they could proceed, and how low terminal rates might go. As the outlook for global central bank policies continues to evolve, particularly the Fed, it could have far-reaching implications for global asset markets.Participants: Jason Daw (Desk Strategy): Head of North American Rates Strategy Blake Gwinn (Desk Strategy): Head of US Rates Strategy* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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  21:24

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  21:24

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