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Macro MinutesRBC Capital Markets Author: RBC Capital Markets
Macro Minutes - RBC Capital Markets macro and market strategy series explores the latest financial market and economic developments. Listen today to hear high conviction insights from RBCs desk strategists and research analysts. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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To hike, or not, that is the question
Episode 102
Wednesday, 15 April, 2026
Market pricing for central bank policy rates has been on wild ride. Front-end yield spiked to extreme levels during the initial phase of the oil shock. They are lower now but in some countries painting a very different picture than before the war started. Policy responses will not be uniform across countries but some central banks might be inclined to move pre-emptively while others could wait a lot longer. In episode we discuss why hikes could occur by mid-year in the UK & Europe while the BoC and Fed will be more patient and hold the line.Participants:Peter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsBlake Gwinn (Desk Strategy), Head of US Rates StrategyJason Daw (Desk Strategy), Head of North America Rates Strategy* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
