Terminal Approaching - Monthly Roundtable
Macro Horizons10 Jan 2023

Terminal Approaching - Monthly Roundtable

Ian Lyngen along with 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 as the Fed arrives at terminal. Across geographies, timing the resteepening of the yield curve remains topical, and while headwinds to the global economy remain relevant in evaluating the path forward for spreads and FX, the data continues to hold up well. Given the market’s attempt to pull forward rate cuts despite consistent messaging from the Fed of their intention to bring rates higher and keep them there, the challenge will quickly become remaining committed to policy in restrictive territory and what that means for markets and the real economy.

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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.

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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

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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.

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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