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
Dec 11, 2020 • 24min
One More to Go - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 14th, 2020, and respond to questions submitted by listeners and clients.
Dec 9, 2020 • 30min
2021 High Grade Credit Outlook - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their expectations for the path of credit spreads in 2021. Then they conclude with a discussion on recent Libor transition headlines, including the extension of Libor until June 2023, and what it means for the market.
Dec 4, 2020 • 23min
The Bad News Bid - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 7th, 2020, and respond to questions submitted by listeners and clients.
Dec 1, 2020 • 22min
2021 Outlook: Lower, Narrower, Safer - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from BMO’s FICC Macro Strategy team bring you their outlook for US rates, IG spreads, the USD and Canada in the year ahead. They also discuss the market implications of the recent Libor news.
Nov 25, 2020 • 22min
Pardon Us - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 30th, 2020, and respond to questions submitted by listeners and clients.
Nov 20, 2020 • 27min
The COVID That Stole Thanksgiving - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 23rd, 2020, and respond to questions submitted by listeners and clients.
Nov 18, 2020 • 25min
Spread Immunity - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the spread market reaction to recent vaccine headlines, as well as their outlook for spreads in the near and long term. Finally, they conclude by discussing recent headlines surrounding the Libor/SOFR transition, which may have significant ramifications ahead of yearend.
Nov 13, 2020 • 24min
Vague Clarity - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 16th, 2020, and respond to questions submitted by listeners and clients.
Nov 10, 2020 • 28min
What's Next - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, and Dan Belton from our FICC Macro Strategy team bring you their our outlook for US rates, IG spreads and the USD with the US elections over and positive news on the vaccine efficacy front.
Nov 6, 2020 • 26min
Count on it - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 9th, 2020, and respond to questions submitted by listeners and clients.
