Between a Taper and a Hike Pace - Monthly Roundtable
Macro Horizons7 Sep 2021

Between a Taper and a Hike Pace - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Ben Reitzes, Dan Belton and Ben Jeffery from BMO CM's FICC Macro Strategy team discuss whether or not employment data will derail taper timing, the separation of taper from from liftoff timing, credit spread and supply outlook, Canadian elections, GDP miss and implications for the BoC and the main themes driving currencies into year-end. They conclude with a rapid-fire, year-end outlook for US and Canadian rates, high quality spreads and currencies.

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Episoder(523)

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Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 1st, 2026, and respond to questions submitted by listeners and clients.

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22 Mai 18min

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Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 18th, 2026, and respond to questions submitted by listeners and clients.

14 Mai 20min

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