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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Ready. Set. Reopen. - The Week Ahead

Ready. Set. Reopen. - 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 April 27th, 2020, and respond to questions submitted by listeners and clients.

24 Huhti 202024min

Can Libor Transition During a Pandemic? - High Quality Spreads

Can Libor Transition During a Pandemic? - High Quality Spreads

Dan Krieter and Dan Belton discuss the latest developments in credit markets before discussing the implications of COVID-19 on the SOFR/Libor transition. Topics include recent issuance trends, credit ...

22 Huhti 202021min

Extended Staycation - The Week Ahead

Extended Staycation - 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 April 20th, 2020, and respond to questions submitted by listeners and clients.

17 Huhti 202026min

The Things That Matter - High Quality Spreads

The Things That Matter - High Quality Spreads

Dan Krieter and Dan Belton share their thoughts on the ongoing rally in risk assets including how far it may go. Then they discuss the Fed’s various liquidity facilities and how they will ultimately e...

15 Huhti 202021min

Fauci’d - The Week Ahead

Fauci’d - 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 April 13th, 2020, and respond to questions submitted by listeners and clients.

9 Huhti 202026min

Quantifying the Quarantine - High Quality Spreads

Quantifying the Quarantine - High Quality Spreads

Dan Krieter and Dan Belton share their thoughts on the impact of the Covid-19 economic shutdown on credit and swap spreads. Topics include the Fed’s corporate credit facilities, potential for ratings ...

8 Huhti 202021min

Pandemic Fatigue - The Week Ahead

Pandemic Fatigue - 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 April 6th, 2020, and respond to questions submitted by listeners and clients.

3 Huhti 202024min

Socially Distant Market Strategy - Monthly Roundtable

Socially Distant Market Strategy - Monthly Roundtable

Margaret Kerins with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team discuss their thoughts on the potential...

1 Huhti 202033min

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