Is This Time Different?
Macro Minutes · RBC Capital Markets
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Show Notes
There are nuances in every economic cycle but this one continues to feel different. Central banks are firmly in easing mode - the Fed will join the rate-cutting party in September. The timing and magnitude of rate cuts is the main topic for financial markets and is highly dependent on the assessment of the economic cycle. Listen to our macro and rates experts discuss the US, Canada, and European economies and central bank outlooks.
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