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
Jan 24, 2020 • 25min
In Like A Bear, Out Like A Bull - 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 January 27th, 2020, and respond to questions submitted by listeners and clients.
Jan 23, 2020 • 26min
A Bird in the Hand - Monthly High Quality Spreads Roundtable
Dan Krieter and Dan Belton share their thoughts on credit and swap spreads in 2020. Topics include the surprisingly smooth year-end funding episode, busy primary markets to kick off the year, and relative value opportunities in the current tight spread environment.
Jan 17, 2020 • 24min
The Bond Shack - 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 January 21st, 2020, and respond to questions submitted by listeners and clients.
Jan 10, 2020 • 33min
Welcome to 2020 - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the year ahead, and highlight 10 of the major risks for 2020.
Dec 20, 2019 • 25min
Thanks For the Memories - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the final couple weeks of 2019, and recap the events in the Treasury market over the last year.
Dec 13, 2019 • 25min
Fading the Phase - 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 December 16th, 2019, and respond to questions submitted by listeners and clients.
Dec 12, 2019 • 27min
Trading 2020: Top Themes for the New Year - Monthly Roundtable
Margaret Kerins is joined by Greg Anderson, Dan Belton, Michael Gregory, Jon Hill, Ian Lyngen and Ben Reitzes to discuss and debate the top themes that will shape the market in 2020.
Dec 6, 2019 • 25min
Powell to the People - 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 December 9th, 2019, and respond to questions submitted by listeners and clients.
Nov 27, 2019 • 28min
"Four Day Weekend" - 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 December 2nd, 2019, and respond to questions submitted by listeners and clients.
Nov 22, 2019 • 25min
Deep Fried Turducken - 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 25th, 2019, and respond to questions submitted by listeners and clients.
