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
Jun 15, 2022 • 24min
Reactions to the June 2022 FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from the Fed’s first 75bp rate hike since 1994. Topics include Chair Powell’s apparent change in tone around a soft landing, the commitment to fight headline rather than core inflation, and the likely cadence of upcoming Fed rate hikes.
Jun 9, 2022 • 21min
Powell's Propensity - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 13th, 2022, and respond to questions submitted by listeners and clients.
Jun 7, 2022 • 35min
Inflation Fixation - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Belton and Ben Jeffery from BMO Capital Market’s FICC Macro Strategy team bring you their thoughts on the current market tug of war between growth versus inflation risks as the Fed, and many other central banks, are only in the early phase of lift off and balance sheet reduction. While there seems to be decent consensus surrounding Fed action at the five remaining meetings this year, the range of potential outcomes from soft to hard landing in the backdrop of heightened geopolitical risks, is causing large market gyrations in rates, credit and foreign exchange market.
Jun 3, 2022 • 23min
Half Point Habituation - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 6th, 2022, and respond to questions submitted by listeners and clients.
May 26, 2022 • 23min
Summer Jobs - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 31st, 2022, and respond to questions submitted by listeners and clients.
May 20, 2022 • 22min
Tightening Tensions - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 23rd, 2022, and respond to questions submitted by listeners and clients.
May 13, 2022 • 24min
Risk of Risk-Off - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 16th, 2022, and respond to questions submitted by listeners and clients.
May 6, 2022 • 24min
Rough Road for Rates - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 9th, 2022, and respond to questions submitted by listeners and clients.
May 3, 2022 • 34min
GRAMC Presentation - Monthly Roundtable
Margaret Kerins along with Dan Krieter and Ben Jeffery from BMO’s FICC Macro Strategy Team discuss the main themes impacting rates and credit at BMO Capital Markets’ Global Reserve Managers Conference on May 3, 2022.
Apr 29, 2022 • 24min
That 70s FOMO - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 2nd, 2022, and respond to questions submitted by listeners and clients.
