Macro Horizons
BMO Capital Markets
BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian Lyngen, Ben Jeffery, and Vail Hartman provide weekly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on the U.S. Rates market and respond to questions submitted by listeners and clients. Macro Horizons delivers relevant and insightful commentary to help investors navigate the ever-changing global market landscape. For legal disclosure, visit http://www.bmocm.com/macrohorizons/legal
Episodes
Mentioned books
Sep 8, 2023 • 18min
Wasting Away in Consolidationville
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of September 11th, 2023, and respond to questions submitted by listeners and clients.
5 snips
Sep 1, 2023 • 21min
Preparing for the Fall
This podcast discusses the implications of the recent payrolls report on the treasury market, predicts an increase in the future unemployment rate, analyzes labor market dynamics and challenges for monetary policy makers, explores the Fed's stance on balance sheet and inflation target, and explores the impact of interest rates on risk asset valuations.
Aug 25, 2023 • 24min
Summer's Last Stand
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 28th, 2023, and respond to questions submitted by listeners and clients.
Aug 18, 2023 • 22min
Waiting For Wyoming
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 21st, 2023, and respond to questions submitted by listeners and clients.
Aug 10, 2023 • 22min
Deflate and Recalibrate
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 14th, 2023, and respond to questions submitted by listeners and clients.
Aug 4, 2023 • 22min
Cooling, Not Cold
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 7th, 2023, and respond to questions submitted by listeners and clients.
Jul 28, 2023 • 20min
Identified Flying Objects
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 31st, 2023, and respond to questions submitted by listeners and clients.
Jul 21, 2023 • 20min
Midsummer's Hike
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 24th, 2023, and respond to questions submitted by listeners and clients.
Jul 14, 2023 • 23min
Better Lagged Than Never
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 17th, 2023, and respond to questions submitted by listeners and clients.
Jul 7, 2023 • 22min
Price of Summer
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 10th, 2023, and respond to questions submitted by listeners and clients.
