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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One Down, Eleven to Go - The Week Ahead

One Down, Eleven to Go - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 1st, 2021, and respond to questions submitted by listeners and clients.

29 Tammi 202124min

Reactions to the January FOMC - High Quality Credit Spreads

Reactions to the January FOMC - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their takeaways from the January FOMC statement and press conference and its implications for credit spreads. Then they talk about recent activity in the repo market...

27 Tammi 202135min

Recovery Reckoning - The Week Ahead

Recovery Reckoning - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 25th, 2021, and respond to questions submitted by listeners and clients.

22 Tammi 202121min

Back to the Grind - High Quality Credit Spreads

Back to the Grind - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the recent performance of credit and swap spreads following the Georgia Elections including what it means for their spread targets in the quarters ahead. Other topic...

20 Tammi 202118min

Peaked Early? - The Week Ahead

Peaked Early? - The Week Ahead

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

15 Tammi 202119min

The Great Reflation Debate - Monthly Roundtable

The Great Reflation Debate - Monthly Roundtable

Margaret Kerins with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for US rates, IG spreads, ...

12 Tammi 202128min

New Year, New Problems - The Week Ahead

New Year, New Problems - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 11th, 2021, and respond to questions submitted by listeners and clients.

8 Tammi 202121min

Riding the Blue Wave - High Quality Credit Spreads

Riding the Blue Wave - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the recent performance of credit and swap spreads following the Georgia Elections including what it means for their spread targets in the quarters ahead. Other topic...

6 Tammi 202121min

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