Macro Minutes

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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. You can also subscribe to an audio-only version on your personal mobile device through Apple Podcasts, Spotify, and other major podcast providers.


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Latest Episodes

March 19, 2024

 

20 min listen

The Right Balance (Sheet)

Participants: 
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Robert Thompson (Research), Australia Macro Rates Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

March 5, 2024

 

17 min listen

Are We There Yet?

Participants: 
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Gordon Scott (Desk Strategy), Euro Area Economist
  • Elsa Lignos (Desk Strategy), Head of FX Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

February 20, 2024

 

14 min listen

Not So Fast

Participants: 
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Michael Reid (Desk Strategy), US Economist
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Simon Deeley (Desk Strategy), Canada Rates Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

February 6, 2024

 

16 min listen

Easing into Easing

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Cathal Kennedy (Desk Strategy), Senior UK Economist
  • Su-Lin Ong (Research), Chief Australia Economist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

January 23, 2024

 

21 min listen

A Delicate Balance

Participants: 
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Izaac Brook (Desk Strategy), US Rates Strategy Analyst
  • Michael Reid (Desk Strategy), US Economist
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Lori Calvasina (Research), Head of U.S. Equity Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

January 9, 2024

 

17 min listen

Too Good to be True!

Participants: 
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Gordon Scott (Desk Strategy), Euro Area Economist
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Andrea Marcheggiano (Desk Strategy), Director Capital Markets Advisory

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

December 5, 2023

 

15 min listen

Let's Look Ahead

Participants: 
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Santosh Sateesh  (Trading), Head of Credit Derivatives Trading

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

November 21, 2023

 

17 min listen

Riding the Chop

Participants: 
  • Michael Reid (Desk Strategy), US Economist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

November 7, 2023

 

18 min listen

U-Turn

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Michael Reid  (Desk Strategy), US Economist
  • Lori Calvasina (Research), Head of U.S. Equity Strateg

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

October 24, 2023

 

16 min listen

Finding Footing

Participants: 
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Gordon Scott (Desk Strategy), Euro Area Economist
  • Robert Thompson (Research), Macro Rates Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

October 10, 2023

 

18 min listen

Higher, Wider, Steeper - What does the bond market sell-off tell us?

Participants: 
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Izaac Brook (Desk Strategy), US Rates Strategy Analyst
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Robert Thompson (Research), Macro Rates Strategist
  • Adam Cole (Desk Strategy), Chief Currency Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

September 26, 2023

 

21 min listen

Bonds Unhinged

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Lori Calvasina (Research),Head of U.S. Equity Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Adam Cole (Desk Strategy), Chief Currency Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

September 12, 2023

 

20 min listen

Last call

Participants: 
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Cathal Kennedy (Desk Strategy), Senior UK Economist
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Su-Lin Ong (Research), Chief Australia Economist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

August 22, 2023

 

21 min listen

Sunburnt Bonds

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Alvin T. Tan  (Desk Strategy), Asia FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

July 25, 2023

 

22 min listen

How Long Will It Take?

Participants: 
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Simon Deeley  (Desk Strategy), Canada Rates Strategist
  • Cathal Kennedy (Desk Strategy), Senior UK Economist
  • Alvin T. Tan (Desk Strategy), Asia FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

July 11, 2023

 

23 min listen

Defying Gravity

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Michael Reid (Desk Strategy), US Economist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Lori Calvasina (Research), Head of U.S. Equity Strategy
  • Su-Lin Ong (Research), Chief Australia Economist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

June 27, 2023

 

20 min listen

Groundhog Day

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Lori Calvasina (Research), Head of U.S. Equity Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Alvin T. Tan (Desk Strategy), Asia FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

June 13, 2023

 

22 min listen

Extreme Dependence

Participants: 
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Cathal Kennedy (Desk Strategy), Senior UK Economist
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Adam Jones (Trading), Head of US Credit Algo Trading

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

May 30, 2023

 

21 min listen

Sticky Core & Right Tails

Participants: 
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Izaac Brook (Desk Strategy), US Rates Strategy Analyst
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Robert Thompson (Research), Macro Rates Strategist
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

May 16, 2023

 

21 min listen

To the Limit

Participants: 
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Cathal Kennedy (Desk Strategy), Senior UK Economist
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Michael Tran (Research), Global Energy Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

May 2, 2023

 

22 min listen

Too much, or not enough?

Participants: 
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Gerard Cassidy (Research), Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Su-Lin Ong (Research), Chief Australia Economist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

April 18, 2023

 

21 min listen

Ebbs and Flows

Participants: 
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Izaac Brook (Desk Strategy), US Rates Strategy Analyst
  • Cathal Kennedy (Desk Strategy) - Senior UK Economist
  • Alvin T. Tan (Desk Strategy) - Asia FX Strategist
  • Lori Calvasina (Research) - Head of US Equity Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

April 4, 2023

 

24 min listen

Seeking Calm!

Participants: 
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Sean Taor (Debt Capital Markets), Head of European DCM and Syndicate
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Adam Cole (Desk Strategy), Chief Currency Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

March 21, 2023

 

28 min listen

Humpty Dumpty

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Nicola Dransfield (Desk Strategy), European financials credit strategist
  • Adam Jones (Trading), Head of US Credit Algo Trading
  • Tom Porcelli (Research), Chief US Economist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Adam Cole (Desk Strategy), Chief Currency Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

March 7, 2023

 

15 min listen

Stretch Run

Participants: 
  • Cathal Kennedy (Desk Strategy), Senior UK Economist
  • Su-Lin Ong (Research), Chief Australia Economist
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Adam Jones (Trading), Head of US Credit Algo Trading

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

February 21, 2023

 

20 min listen

Fooled by lags?

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Robert Hogue (Research), Assistant Chief Economist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Adam Cole (Desk Strategy), Chief Currency Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

February 7, 2023

 

18 min listen

What Now?

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategist
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Lori Calvasina (Research), Head of U.S. Equity Strategy
  • Su-Lin Ong (Research), Chief Australia Economist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

January 24, 2023

 

22 min listen

Emerging Divergence?

Participants: 
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy
  • Su-Lin Ong  (Research), Chief Australia Economist
  • Robert Thompson (Research), Macro Rates Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

January 10, 2023

 

19 min listen

Can't, Won't, Don't Stop

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategist
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Michael Tran (Research), Global Energy Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

December 6, 2022

 

22 min listen

Final Countdown

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategist
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Elsa Lignos (Desk Strategy), Head of FX Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

November 22, 2022

 

23 min listen

It's Complicated

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

November 8, 2022

 

21 min listen

Where's Terminal?

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Daria Parkhomenko (Desk Strategy), Head of FX Strategy
  • Lori Calvasina (Research), Head of U.S. Equity Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

October 25, 2022

 

19 min listen

Let's Get Restrictive

Participants: 
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Michael Tran (Research), Global Energy Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

October 11, 2022

 

15 min listen

A Gilt Edged Crisis

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn(Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Daniel Rico (Desk Strategy), Latin America FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

September 27, 2022

 

24 min listen

Fault Lines

Participants: 
  • Cathal Kennedy (Desk Strategy), UK Economist
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Lori Calvasina (Research), Head of U.S. Equity Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

September 13, 2022

 

24 min listen

Full Throttle

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Gordon Scott (Research), Australia Economics & Fixed Income
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Adam Jones (Trading), Head of US Credit Algo Trading

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

August 30, 2022

 

24 min listen

The Bears are Back in Town

Participants: 
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Michael Tran (Research), Global Energy Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

August 9, 2022

 

19 min listen

Yo-Yo Yields

Participants: 
  • Jason Daw (Desk Strategy), Head of North America Rates Strategy
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Daria Parkhomenko (Desk Strategy), FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

July 26, 2022

 

27 min listen

The Need For Speed

Participants: 
  • Tom Porcelli (Research), Chief US Economist
  • Blake Gwinn (Desk Startegy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Jason Daw (Desk strategy), Head of North America Rates Strategy
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Lori Calvasina (Research), Head of U.S. Equity Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

July 12, 2022

 

24 min listen

Dog Days of Summer

Participants: 
  • Jason Daw (Desk strategy), Head of North America Rates Strategy
  • Blake Gwinn (Desk Startegy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Adam Jones (Trading), Head of US Credit Algo Trading

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

June 28, 2022

 

26 min listen

Too Soon To Focus On Growth Risks?

Participants: 
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Simon Deeley (Desk Strategy), Canada Rates Strategy
  • Daniel Rico (Desk Strategy), Latin America FX Strategist
  • Lori Calvasina (Research), Head of U.S Equity Strategy
  • Tom Porcelli (Research), Chief US Economist
  • Michael Tran (Research), Global Energy Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

June 14, 2022

 

28 min listen

Aggressive Tightening And Its Impacts

Participants: 
  • Simon Deeley (Desk Strategy), Canada Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Robert Thompson (Research), Macro Rates Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

May 31, 2022

 

20 min listen

Abrupt Reversals – Can They Be Sustained?

Participants: 
  • Jason Daw (Desk Strategy), Head of North American Rates Strategy
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Lori Calvasina (Research), Head of U.S. Equity Strategy
  • Adam Jones (Trading), Head of US Credit Algo Trading
  • George Davis (Desk Strategy), Chief Technical Strategist, FICC

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

May 17, 2022

 

28 min listen

Shifting Sands in Macro & Markets

Participants: 
  • Jason Daw (Desk Strategy), Head of North American Rates Strategy
  • Simon Deeley (Desk Strategy), Canada Rates Strategy
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy
  • Michael Tran (Research), Global Energy Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

May 3, 2022

 

25 min listen

Central Banks Strike Back

Participants: 
  • Jason Daw (Desk Strategy), Head of North American Rates Strategy
  • Tom Porcelli (Research), Chief US Economist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Su-Lin Ong (Research), Chief AU Economist
  • Daria Parkhomenko (Trading), FX Strategist
  • Adam Cole (Trading), Head of US Credit Algo Trading

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

April 19, 2022

 

24 min listen

Curve Chaos: Bond, Equity, FX Implications

Participants: 
  • Jason Daw (Desk Strategy), Head of North American Rates Strategy
  • Tom Porcelli (Research), Chief US Economist
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Lori Calvasina (Research), Head of U.S. Equity Strategy
  • Amy Wu Silverman (Desk Strategy), Head of Equity Derivatives Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

April 5, 2022

 

36 min listen

Central Banks – The Road Ahead

Participants: 
  • Tom Porcelli (Research), Chief US Economist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Jason Daw (Desk Strategy), Head of North American Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Su-Lin Ong (Research), Chief AU Economist
  • Michael Tran (Research), Global Energy Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

March 22, 2022

 

33 min listen

Up, Up and Away

Participants: 
  • Jason Daw (Desk Strategy), Head of North American Rates Strategy
  • Tom Porcelli (Research), Chief US Economist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Simon Deeley (Desk Strategy), Canada Rates Strategist
  • Adam Cole (Desk Strategy), Chief Currency Strategist
  • Robert Thomson (Desk Strategy), Macro Rates Strategist
  • Jason Mandel (Desk Strategy), Head of Leveraged Finance Desk Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

March 8, 2022

 

30 min listen

Russia-Ukraine Risk Premium

Participants: 
  • Jason Daw (Desk Strategy), Head of North American Rates Strategy
  • Helima Croft (Research), Head of Commodity Strategy & MENA Research
  • Peter Schaffrik (Research), Head of UK/European Rates & Economics
  • Elsa Lignos (Desk Strategy), Head of FX Strategy
  • Tom Porcelli (Research), Chief US Economist
  • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
  • Simon Deeley (Desk Strategy), Canada Rates Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts