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Groundhog Day
Episode 3327th June 2023 • Macro Minutes • RBC Capital Markets
00:00:00 00:20:35

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Groundhog Day was a film about the same day repeating itself over and over, which has some parallels to what is happening in markets - policy rates higher, curves flattening, equities unfazed, and USD-CNY marching higher. Will this cycle continue or be short-circuited? That probably depends on what market or country you are talking about.

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
  • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  • Alvin T. Tan (Desk Strategy), Asia FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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