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Macro Minutes

RBC Capital Markets
Bank Of Canada
Federal Reserve
European Central Bank
Inflation
Bank Of England
RBC Capital Markets
Interest Rates
Central Banks
Reserve Bank Of Australia
US Economy
S&P 500
Monetary Policy
Credit Market
Canada
Equity Markets
Quantitative Tightening
Global Economy
Canadian Economy
Australia
European Economic Sentiment

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.

PublishesTwice monthlyEpisodes85Founded3 years ago
Number of ListenersCategories
BusinessInvestingNewsBusiness News

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Latest Episodes

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 unk... more

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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 ... more

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In this episode, we explore how central banks in Australia, the UK, and the US are responding to evolving inflation dynamics and labor market shifts. From the Bank of England's hawkish cuts to the Reserve Bank of Australia's cautious easing, and the ... more

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In this episode, fiscal loosening has been a feature across many geographies and is getting an increasing amount of attention from financial markets. In this episode, we look at the similarities and differences in fiscal approaches, and how markets a... more

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Key Facts

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Recent Guests

Sue Lin
An Australian economist focusing on monetary policy.
RBC Capital Markets
Episode: Go Your Own Way
Anke Reinken
Global Co-Head of Financials Research
RBC Capital Markets
Episode: Limited Series | Special Edition Episode: Can Europe’s Bank Equities and AT1s comeback be sustained?
Mark Sanchez Roger
Head of European Financials Credit Sector Strategy
RBC Capital Markets
Episode: Limited Series | Special Edition Episode: Can Europe’s Bank Equities and AT1s comeback be sustained?
Lori Calvasina
Head of US Equity Strategy at RBC
RBC Capital Markets
Episode: When?
Andrea Maquijano
Expert discussing early primary market activity in credit markets
RBC Capital Markets
Episode: Too Good to be True!

Hosts

Elsa Lignos
Host and head of the Global FX Strategy Team at RBC Capital Markets
Jason
Host of Macro Minutes
Janet Wilkinson
Managing Director and Head of Global Markets Flow Sales, EMEA

Chart Rankings

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Apple Podcasts
#191
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Pivot Time
Q: What factors are influencing the increase in hedging and capital flow mobility?
The key determinants are the cost of hedging and the necessity to hedge, both affecting the portfolio's risk-adjusted return.
Pivot Time
Q: How have the trends in Canadian holdings of U.S. assets changed over the years?
There has been a significant increase in Canadian investment in U.S. assets, which has grown from approximately $1 trillion in 2010 to nearly $6.5 trillion now.
Go Your Own Way
Q: What could change the Bank of England's gradual approach toward easing?
A significant loosening in the labor market leading to slower wage growth would be necessary for the MPC to adjust their stance.
Go Your Own Way
Q: Can you just explain how the RBA's decision was reflected today?
The RBA discussed the recent inflation data and adjusted forecasts to show a more balanced outlook, contributing to a sense of confidence in their strategy.
Minority Report
Q: What do you think the implications are for yields or Canada-U.S. spreads or swap spreads?
We expect Canada to cheapen in swap spreads, and yields may drift higher as more issuance needs to be absorbed by the market.

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Frequently Asked Questions About Macro Minutes

What is Macro Minutes about and what kind of topics does it cover?

A distinctive series presenting detailed insights on financial market intricacies and macroeconomic developments, featuring expert analysts and strategists. Episodes cover a wide range of topics, from currency fluctuations and monetary policies to global investment trends and tactical market strategies. Notable discussions include the impacts of trade wars, geopolitical risks, and central bank actions on various economies. The format is informative, aiming to equip listeners with actionable intelligence and a deeper understanding of current economic landscapes, making it particularly valuable for finance professionals and business decision-makers.

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Which podcasts are similar to Macro Minutes?

These podcasts share a similar audience with Macro Minutes:

1. At Any Rate
2. Global Data Pod
3. UBS On-Air: Market Moves
4. Making Sense
5. FICC Focus

How many episodes of Macro Minutes are there?

Macro Minutes launched 3 years ago and published 85 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Macro Minutes?

Recent guests on Macro Minutes include:

1. Sue Lin
2. Anke Reinken
3. Mark Sanchez Roger
4. Lori Calvasina
5. Andrea Maquijano

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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