2023 Outlook - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their outlook for credit in 2023. Topics include spread targets, relative value, the fundamental and technical factors likely to drive credit, swap spreads, and the ...
15 Des 202222min
Yuletide Bonds - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 12th, 2022, and respond to questions submitted by listeners and clients.
9 Des 202223min
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 ...
6 Des 202231min
Odd Odds - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 5th, 2022, and respond to questions submitted by listeners and clients.
2 Des 202222min
The Home Stretch - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss whether the recent rally in credit will be sustained into the new year or is merely another bear market rally. Other topics include 2023 supply projections in high g...
30 Nov 202222min
Talking Turkey - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 28th, 2022, and respond to questions submitted by listeners and clients.
23 Nov 202220min
Giving Thanks, Taking Stock - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 21st, 2022, and respond to questions submitted by listeners and clients.
18 Nov 202220min
Don’t Lose Sight of the Forest - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the strong rally in credit following Thursday’s CPI print and discuss the level at which relative value will no longer favor overweight positions in credit. Other to...
16 Nov 202216min
