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2025 Outlook: Macro, Monetary Policy & Rates
Manage episode 450361285 series 3412311
محتوای ارائه شده توسط RBC Capital Markets. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط RBC Capital Markets یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
For macro and bond investors, 2024 has been challenging. Despite central banks cutting rates, bond yields have remained high, and country-specific macroeconomic factors have heavily influenced allocation strategies. Looking ahead to 2025, returns in global fixed income will largely depend on the trajectory of the U.S. economy and the extent of the Federal Reserve's easing measures. Macro nuances are expected to continue playing a critical role in cross country performance.
Participants:
- Jason Daw (Desk Strategy), Head of North America Rates Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Su-Lin Ong (Research), Chief Australia Economist
- Robert Thompson (Research), Australian Macro Rates Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
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