In this Partner of Choice special episode, we look at how change across European markets is creating new opportunities for resilient growth and how RBC is strengthening its capabilities in response,…
EM FX has enjoyed a lift from a constructive macro backdrop, with growth resilient and inflation generally under control. We retain a bullish bias (long KRW, MYR, BRL) but caution against being…
As summer ends, financial markets face a crucial semester ahead. The next Fed meeting looms large and the path to hikes runs squarely through inflation, with or without, Warsh’s blessing. Until there…
The summer of soccer is over—and geopolitics and the Fed just took the pitch. Our EM strategists break down why they have locked in gains, where the Brazilian real goes from here, the South African…
With the ECB keeping rates on hold, and the BOE and Fed expected to do the same, Blake and George explore what's really driving central bank decisions. From energy market pressures in Europe to an…
In this special edition of Macro Minutes, Peter Schaffrik is joined by Blake Gwinn to dissect the first FOMC meeting under the new chairman Warsh. Blake shares his views on the task forces set up, the…
Straight after the ECB’s first rate increase in quite a few years, Cathal Kennedy and Peter Schaffrik discuss the ECB’s rate hike, the set of new forecast and the likely path going forward. Peter and…
In this month's Emerging Markets edition, Luis Estrada is joined by Abbas Keshvani and Dasha Parkhomenko to analyze recent developments across emerging markets. The discussion covers the changing…
In this all-Antipodean edition of Macro Minutes, Robert Thompson and Mary Jo Vergara discuss the RBNZ hiking the OCR rates for the first time in three years with more to come, in contrast to the RBA,…
The Canadian economy is at stall speed and the BoC is in a holding pattern. There has been no GDP growth and anemic employment gains over the last year – amid the dual forces of a population and trade…
