2026 Outlook: Macro, Monetary Policy & Rates

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