Macro Horizons6 Des 2022

2023 Outlook - 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 bring their outlook for US and Canadian Rates, IG credit, and foreign exchange 2023 as the Fed remains committed to containing inflation and the prior rate hikes begin to transmit into the economy. As the fed funds rate continues to move higher, the curve inversion in 2s10s should deepen and persist until the market begins to price a slowing economy and decelerating inflation. At this point, 2s10s should begin to bull steepen and the timing of this will be one of the main narratives in US rates. Another main theme will be the pricing of the Fed’s reaction function to an economic downturn, which the team expects to be much slower than in the past and how this impacts credit spreads and foreign exchange. The discussion includes a rapid fire outlook at the beginning of the discussion.

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Episoder(523)

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

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

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

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

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

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

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

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