درباره این اپیزود

انگلیسی
ایالات متحده آمریکا

رونوشت 🔗

جستجوی اپیزودهای گذشته

اپیزودهای قبلی Macro Minutes را جستجو کن.

قسمت های دیگر در این پادکست

Yellow Card for Carry

The summer of soccer is over—and geopolitics and the Fed just took the pitch. Our EM strategists break down why they have locked in gains, where the Brazilian real goes from here, the South African rand's new vulnerability, and why the Korean won is the MVP of July. Abbas Keshvani (Desk Strategy),…

Guarded exuberance in EM FX

EM FX has enjoyed a lift from a constructive macro backdrop, with growth resilient and inflation generally under control. We retain a bullish bias (long KRW, MYR, BRL) but caution against being exposed to higher energy prices. We also maintain some hedge trades in our portfolio. Participants: Abba…

Back to school

As summer ends, financial markets face a crucial semester ahead. The next Fed meeting looms large and the path to hikes runs squarely through inflation, with or without, Warsh’s blessing. Until there is sustained progress on price pressures, market expectations will be sticky for pricing hikes. US-…
In this all-Antipodean edition of Macro Minutes, Robert Thompson and Mary Jo Vergara discuss the RBNZ hiking the OCR rates for the first time in three years with more to come, in contrast to the RBA, which is stepping back into the shadows after three quick-fire hikes in February, March, and May. P…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به RBC Capital Markets است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.