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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Returning to Work - The Week Ahead

Returning to Work - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 3rd, 2021, and respond to questions submitted by listeners and clients.

30 Huhti 202125min

Reactions to the April FOMC - High Quality Credit Spreads

Reactions to the April FOMC - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their takeaways from the April FOMC meeting and press conference which largely centered around the Fed’s dual mandate of full employment and stable prices, the poten...

28 Huhti 202129min

Rebound Referendum - The Week Ahead

Rebound Referendum - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 26th, 2021, and respond to questions submitted by listeners and clients.

23 Huhti 202122min

Winds of Change - High Quality Credit Spreads

Winds of Change - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss recent developments regarding three pivotal areas of change in fixed income and how they impact spreads markets, including regulation and a move towards sustainabili...

21 Huhti 202129min

Spring Inflection - The Week Ahead

Spring Inflection - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 19th, 2021, and respond to questions submitted by listeners and clients.

16 Huhti 202121min

Q2 Spread Outlook - High Quality Credit Spreads

Q2 Spread Outlook - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the various factors set to drive the path of credit spreads in Q2, including their outlook for market technicals and fundamentals.

15 Huhti 202124min

March's Mulligan - The Week Ahead

March's Mulligan - The Week Ahead

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

9 Huhti 202123min

Hotel QE Forever - Monthly Roundtable

Hotel QE Forever - 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 debate on the impact of th...

6 Huhti 202128min

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