All Episodes
Macro Minutes — 109 episodes
Stall speed, holding pattern
The summer of soccer
We need to talk about Kevin!
Going for a hike!
Investment strategy through the ‘up crash’ and beyond
Limbo of war
Anarchy in the UK?
Positivity isn’t always naivete
Searching for EM opportunities
To hike, or not, that is the question
Private Credit - a public affair?
Weakest links!
Stress Testing EMFX for Oil
Deja vu
A New Circularity
SCOTUS ruling EM-positive, risks remain
Diversify the Buy
Introducing the new European Edition
Golden opportunity?
Introducing RBC’s EM Pulse
Beware the cracks!
2026 Outlook: Macro, Monetary Policy & Rates
Limited Series | Special Edition Episode: Building success through culture and scale
Less Support
Shutdown
Ready, Set, Slow
Gradual Easing or Bold Moves?
Deficit Defying Spending Plans
Continental Drift
Pivot Time
Limited Series I Special Edition Episode: Systematic Protection: How QIS Enables Responsive Defensive Overlap Strategies
Go Your Own Way
Minority Report
A Little Less Tarrified
It's Politics, Stupid.
Chaos Theory
Limited Series | Special Edition Episode: Can Europe’s Bank Equities and AT1s comeback be sustained?
Limited Series | Special Edition Episode: Trump’s Policies: Reshaping the Defense Landscape
Butterfly Effect
Limited Series | Special Edition Episode: Softening Regulation Supports a Positive Dividend Outlook for U.K. Banks
Return of the Living Spread
The Aftermath
The Art of the Deal
Bark or Bite?
Let It Slow! Let It Slow! Let It Slow!
Different Trajectories
2025 Outlook: Macro, Monetary Policy & Rates
Stimulus (Almost) Everywhere
Super-Sized
Back in Sync
Is This Time Different?
Volatility Galore!
Well Telegraphed?
Green Light, Yellow Light, Red Light
Cuts For Thee, But Not For Me
Ready, Set, Go - Policy Divergence
Data Determination
Divergence - Real or Imagined?!
Breaking Rank
When?
The Right Balance (Sheet)
Are We There Yet?
Not So Fast
Easing into Easing
A Delicate Balance
Too Good to be True!
Let's Look Ahead
Riding the Chop
U-Turn
Finding Footing
Higher, Wider, Steeper - What does the bond market sell-off tell us?
Bonds Unhinged
Last Call
Sunburnt Bonds
How Long Will It Take?
Defying Gravity
Groundhog Day
Extreme Dependence
Sticky Core & Right Tails
To the Limit
Too much, or not enough?
Ebbs and flows
Seeking Calm!
Humpty Dumpty
Stretch Run
Fooled by lags?
What Now?
Emerging Divergence?
Can't, Won't, Don't Stop
Final Countdown
It's Complicated
Where's Terminal?
Let's Get Restrictive
A Gilt Edged Crisis
Fault Lines
Full Throttle
The Bears are Back in Town
Yo-Yo Yields
The Need For Speed
Dog Days of Summer
Too Soon To Focus On Growth Risks?
Aggressive Tightening And Its Impacts
Abrupt Reversals – Can They Be Sustained?
Shifting Sands in Macro & Markets
Central Banks Strike Back
Curve Chaos: Bond, Equity, FX Implications
Central Banks – The Road Ahead
Up, Up and Away
Russia-Ukraine Risk Premium