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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
Quantitative Tightening
Equity Markets
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.

PublishesMonthlyEpisodes88Founded3 years ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Latest Episodes

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, inflati... more

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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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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 interconnecte... more

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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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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!

Host

Jason Daw
Co-host with a focus on macroeconomic insights and strategies, experienced in rates.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#166
Canada/Business/Investing
Apple Podcasts
#224
Brazil/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
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.

Audience Metrics

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Frequently Asked Questions About Macro Minutes

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

Content explores an array of financial market themes, providing listeners with expert insights on macroeconomic trends, monetary policies, and fiscal strategies across various regions. Common topics include the implications of government actions such as shutdowns, shifts in central bank policies, labor market trends, and the impacts of global trade dynamics. Episodes also uniquely blend strategic investment advice with current events, offering practical insights applicable for both institutional investors and savvy market observers. With contributions from a range of experts, this content stands out for its in-depth and accessible analysis of complex financial environments, stakes, and outcomes, making it particularly appealing to professio... more

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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. Thoughts on the Market
3. The Markets
4. UBS On-Air: Market Moves
5. Exchanges

How many episodes of Macro Minutes are there?

Macro Minutes launched 3 years ago and published 88 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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