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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The Only Game in Town - High Quality Credit Spreads

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.

27 Loka 202132min

Squid Bonds - The Week Ahead

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.

22 Loka 202121min

SOFR Swoon - High Quality Credit Spreads

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, dev...

20 Loka 202124min

Ranging Bull - The Week Ahead

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.

15 Loka 202123min

New Year, New Range? - High Quality Credit Spreads

New Year, New Range? - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss four factors likely to bring a new, wider range in credit spreads in 2022 including inflation/growth concerns, monetary policy, fiscal policy, and technicals. Other ...

13 Loka 202124min

Q-Fouria - The Week Ahead

Q-Fouria - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 12th, 2021, and respond to questions submitted by listeners and clients.

8 Loka 202121min

Jay Powell and the Inflation Jitters - Monthly Roundtable

Jay Powell and the Inflation Jitters - Monthly Roundtable

Margaret Kerins along with with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from our FICC Macro Strategy discuss the new range for US rates and what ...

5 Loka 202121min

End of the Quarter As We Know It - The Week Ahead

End of the Quarter As We Know It - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 4th, 2021, and respond to questions submitted by listeners and clients.

30 Syys 202120min

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