Season 1 · Episode 55
Cuts For Thee, But Not For Me
Macro Minutes · RBC Capital Markets
June 11, 202415m 55s
Audio is streamed directly from the publisher (podcasts.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The BOC and ECB both kicked off long-awaited cutting cycles last week with questions about the depth and duration of these cycles likely to drive markets from here. But in other regions the case for pulling forward cuts is still somewhat weak. Where other central banks remain on hold, the trading environment might remain relatively rangebound into this summer.
Participants:
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Su-Lin Ong (Research), Chief Australia Economist
Research Analyst opinions are their published views, independent of those expressed by Desk Analysts