2026 Outlook: Macro, Monetary Policy & Rates
Dec 05, 2025•27 min•Season 1Ep. 90
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Episode description
As central banks chart divergent paths into 2026, regional opportunities and risks emerge across markets. Join our rates experts from the US, Canada, Europe, and APAC on a world tour breaking down what policy divergence means for bond yields, inflation risks, relative market performance, and how to navigate the year ahead.
Participants:
- Jason Daw (Desk Strategy), Head of North American Rates Strategy
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- 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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