Season 1 · Episode 49
The Right Balance (Sheet)
Macro Minutes · RBC Capital Markets
March 19, 202420m 6s
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Show Notes
While markets are parsing through central bank communication for the timing and pace of rate cuts, the future of central bank balance sheets is increasingly in focus as well. What will happen with quantitative tightening? And what will balance sheets look like in a future steady state?
Participants:
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Robert Thompson (Research), Australia Macro Rates Strategist
Research Analyst opinions are their published views, independent of those expressed by Desk Analysts