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 25, 2020 • 24min
Running Out the Clock - 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 September 28th, 2020, and respond to questions submitted by listeners and clients.
Sep 23, 2020 • 30min
Pondering the Presidency - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the 2020 Presidential election now less than six weeks away, and what it means for the near term direction of credit spreads.
Sep 18, 2020 • 27min
Aye Aye - 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 September 21st, 2020, and respond to questions submitted by listeners and clients.
Sep 16, 2020 • 25min
Reactions to the September FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from today’s surprising Fed meeting, as well as what tools remain available to the Fed and the effect those tools would likely have on credit spreads.
Sep 11, 2020 • 26min
Powell Play - 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 September 14th, 2020, and respond to questions submitted by listeners and clients.
Sep 9, 2020 • 32min
Making the Case - High Quality Credit Spreads
Dan Krieter and Dan Belton make the case for wider and narrower credit spreads into year-end focused on four key factors: virus transmission and potential for a vaccine; technical and seasonal factors; monetary and fiscal stimulus; and the Presidential Election.
Sep 4, 2020 • 26min
Autumn is Coming - 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 September 8th, 2020, and respond to questions submitted by listeners and clients.
Sep 1, 2020 • 27min
Falling into Place: A Coronacession Election - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for the US rates, IG spreads and the USD heading into the US elections and beyond.
Aug 28, 2020 • 26min
Meet the New Fed - 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 August 31st, 2020, and respond to questions submitted by listeners and clients.
Aug 26, 2020 • 22min
Technically Speaking - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss why deteriorating technicals may present a buying opportunity for spread market participants in September/October.
