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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
Credit Market
Canada
Equity Markets
Quantitative Tightening
Global Economy
Canadian Economy
Australia
Monetary Policy
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 monthlyEpisodes93Founded3 years ago
Number of ListenersCategories
InvestingBusinessNewsBusiness News

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Latest Episodes

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, but with a cautious bias (i.e. hedging). To unpack... more

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 the UK Gilt curve, also versus the EUR market. We al... more

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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 support the market. Is there still a golden opportunity... more

YouTube

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 why we think the South African rand’s positive moment... more

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Recent Guests

Eric Gerth
CEO of RBC BlueBay Asset Management
RBC BlueBay Asset Management
Episode: Limited Series | Special Edition Episode: Building success through culture and scale
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

Janet Wilkinson
Managing Director and Head of Global Markets Flow Sales EMEA
Jason Daw
Co-host of Macro Minutes, Head of North America Rates Strategy

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Talking Points

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Golden opportunity?
Q: How does the macroeconomic backdrop impact gold prices?
The broader macroeconomic concerns are gold positive, with ongoing investor interest and central banks increasing their gold holdings for diversification and risk management.
Golden opportunity?
Q: What exactly does uncertainty mean for gold prices?
Uncertainty in the market can take many forms and has contributed to more comfort in growing gold allocations among investors as they hedge against risks that are difficult to manage elsewhere.
Limited Series | Special Edition Episode: Building success through culture and scale
Q: How do you see the asset management industry evolving over the next five to ten years?
It will see a shakeout that favors larger firms capable of overcoming regulatory challenges and market pressures, with increasing demands for scale and customization from clients.
Limited Series | Special Edition Episode: Building success through culture and scale
Q: What would you say are the key drivers of RBC BlueBay's success over the years?
The fundamental building blocks included leveraging cultural alignment, focusing on core strategies in asset management, and understanding market dynamics such as the convergence of traditional and alternative asset managers.
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.

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Frequently Asked Questions About Macro Minutes

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

A finance-focused series presents discussions on current macroeconomic topics, market strategies, and financial trends. Episodes feature insights from experts at RBC Capital Markets who analyze significant market developments such as monetary policy changes, government fiscal strategies, and their implications for investments. Themes around global economic conditions, central bank decisions, and asset management strategies are prevalent, providing valuable perspectives for industry professionals and anyone interested in the financial landscape.

The series distinguishes itself with a blend of expert commentary and data-driven analysis, ensuring that listeners gain a comprehensive understanding of the complexities involved in financial marke... more

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These podcasts share a similar audience with Macro Minutes:

1. Exchanges
2. Thoughts on the Market
3. The Markets
4. Odd Lots
5. Wall Street Breakfast

How many episodes of Macro Minutes are there?

Macro Minutes launched 3 years ago and published 93 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. Eric Gerth
2. Sue Lin
3. Anke Reinken
4. Mark Sanchez Roger
5. Lori Calvasina
6. 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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