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
Nov 19, 2021 • 23min
Treasuries and Tryptophan - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 22nd, 2021, and respond to questions submitted by listeners and clients.
Nov 12, 2021 • 23min
Focused on Flattening - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 15th, 2021, and respond to questions submitted by listeners and clients.
Nov 10, 2021 • 28min
Pull Up a Chair - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss likely changes in the composition at the Fed including the likely next Chair and Vice Chair for Supervision. They also discuss what the Fed’s new regulatory regime might look like and its implications for credit and swap spreads.
Nov 5, 2021 • 25min
Short Week, Good Week - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 8th, 2021, and respond to questions submitted by listeners and clients.
Nov 3, 2021 • 25min
Hut Hut Hike - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from our FICC Macro Strategy bring you their reactions to the November FOMC meeting and other main narratives that are dominating market pricing and what these themes imply for US rates, high quality spreads and foreign exchange.
Oct 29, 2021 • 22min
A Squared Dozen - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 1st, 2021, and respond to questions submitted by listeners and clients.
Oct 27, 2021 • 33min
The Only Game in Town - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss seemingly the only factor driving credit markets: inflation. They also debate how their inflation outlook will impact credit markets going forward.
Oct 22, 2021 • 21min
Squid Bonds - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 25th, 2021, and respond to questions submitted by listeners and clients.
Oct 20, 2021 • 24min
SOFR Swoon - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the unexpected dip in the overnight SOFR rate including its drivers and implications for investors. Other topics include recent factors impacting credit markets, developments in the LIBOR/SOFR transition, and SOFR swaps.
Oct 15, 2021 • 24min
Ranging Bull - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 18th, 2021, and respond to questions submitted by listeners and clients.
