Season 1 · Episode 75
It's Politics, Stupid.
Macro Minutes · RBC Capital Markets
April 22, 202526m 43s
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Show Notes
It is a unique time for economies and financial markets - political decisions are increasingly driving economic outcomes and asset markets rather than the other way around. Today's episode unpacks what it means for US & Canada and the implications for equity markets.
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
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts