Season 1 · Episode 19
It's Complicated
Macro Minutes · RBC Capital Markets
November 22, 202223m 40s
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Show Notes
2022 was complicated, but it was dominated by a one-sided risk event - how high would rates go. 2023 should be even more complicated; policy scenarios could oscillate between various outcomes depending on the depth of the growth slowdown and inflation dynamics.
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