Terminal Volatility - Monthly Roundtable
Macro Horizons31 Okt 2022

Terminal Volatility - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team discuss the upcoming FOMC meeting and whether or not the Fed can actually be credible about forward guidance for upcoming meetings and holding terminal after messaging back in May that 50 bp rate hikes should be on the table for the next few meetings and then actually raising rates by 75 bp at each meeting since then coupled with the huge revisions to the dot plot from June to September. The team discusses economic uncertainty and geopolitical risks and how these factors impact our outlook for US and Canadian Rates, IG credit, and foreign exchange.

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Episoder(523)

Julying Volatility

Julying Volatility

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 6th, 2026, and respond to questions submitted by listeners and clients.

1 Jul 20min

Fed Independence Day

Fed Independence Day

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 29th, 2026, and respond to questions submitted by listeners and clients.

25 Jun 20min

Sunny Sunday

Sunny Sunday

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 22nd, 2026, and respond to questions submitted by listeners and clients.

18 Jun 21min

Hello Kevin, Our Old Friend

Hello Kevin, Our Old Friend

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 15th, 2026, and respond to questions submitted by listeners and clients.

12 Jun 19min

A Season for Everything

A Season for Everything

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 8th, 2026, and respond to questions submitted by listeners and clients.

4 Jun 19min

Evolution of Employment

Evolution of Employment

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.

29 Mai 20min

Simmering Summer

Simmering Summer

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 26th, 2026, and respond to questions submitted by listeners and clients.

22 Mai 18min

Ides of May

Ides of May

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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