Macro Horizons
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

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Red Dot State of Mind - The Week Ahead

Red Dot State of Mind - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 14th, 2022, and respond to questions submitted by listeners and clients.

10 Marras 202218min

Falling Back - The Week Ahead

Falling Back - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 7th, 2022, and respond to questions submitted by listeners and clients.

4 Marras 202221min

Reactions to the November FOMC - High Quality Credit Spreads

Reactions to the November FOMC - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their takeaways from the November FOMC meeting and volatile market reaction to a dovish statement followed by messaging of a higher terminal rate. Other topics inclu...

2 Marras 202216min

Terminal Volatility - Monthly Roundtable

Terminal Volatility - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team discuss the upcoming FOMC m...

31 Loka 202222min

All Powell's Eve - The Week Ahead

All Powell's Eve - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 31st, 2022, and respond to questions submitted by listeners and clients.

28 Loka 202222min

Happy Holidays Ahead? - High Quality Credit Spreads

Happy Holidays Ahead? - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss how the events of the past week alter their views on credit into year-end and early next year. Topics include whether the Fed’s messaging last week constitutes a piv...

26 Loka 202217min

Silence of the Hawks - The Week Ahead

Silence of the Hawks - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 24th, 2022, and respond to questions submitted by listeners and clients.

21 Loka 202222min

Pondering the Peak - High Quality Credit Spreads

Pondering the Peak - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their outlook for credit spreads into year-end and their expectations for the cycle peak in spreads. Topics include possible remedies to credit market illiquidity an...

19 Loka 202221min

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