Red Dot State of Mind - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 14th, 2022, and respond to questions submitted by listeners and clients.
10 Nov 202218min
Falling Back - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 7th, 2022, and respond to questions submitted by listeners and clients.
4 Nov 202221min
Reactions to the November FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from the November FOMC meeting and volatile market reaction to a dovish statement followed by messaging of a higher terminal rate. Other topics inclu...
2 Nov 202216min
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 m...
31 Okt 202222min
All Powell's Eve - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 31st, 2022, and respond to questions submitted by listeners and clients.
28 Okt 202222min
Happy Holidays Ahead? - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss how the events of the past week alter their views on credit into year-end and early next year. Topics include whether the Fed’s messaging last week constitutes a piv...
26 Okt 202217min
Silence of the Hawks - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 24th, 2022, and respond to questions submitted by listeners and clients.
21 Okt 202222min
Pondering the Peak - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their outlook for credit spreads into year-end and their expectations for the cycle peak in spreads. Topics include possible remedies to credit market illiquidity an...
19 Okt 202221min
