Macro Horizons
BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian Lyngen, Ben Jeffery, and Vail Hartman provide weekly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on the U.S. Rates market and respond to questions submitted by listeners and clients. Macro Horizons delivers relevant and insightful commentary to help investors navigate the ever-changing global market landscape. For legal disclosure, visit http://www.bmocm.com/macrohorizons/legal

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Episoder(523)

Shelter Caused the Storm - The Week Ahead

Shelter Caused the Storm - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 17th, 2022, and respond to questions submitted by listeners and clients.

14 Okt 202221min

Pivot Postponed - The Week Ahead

Pivot Postponed - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 11th, 2022, and respond to questions submitted by listeners and clients.

7 Okt 202222min

Pondering a Pivot - Monthly Roundtable

Pondering a Pivot - 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 debate the impact of heightened ...

4 Okt 202228min

October of Discontent - The Week Ahead

October of Discontent - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 3rd, 2022, and respond to questions submitted by listeners and clients.

30 Sep 202218min

Into the Frying Pan… - High Quality Credit Spreads

Into the Frying Pan… - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the recent volatility in credit and swap spreads including their year-end targets for credit spreads. Other topics include whether swap spreads can continue to narro...

28 Sep 202223min

Fall Hawk Watching - The Week Ahead

Fall Hawk Watching - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 26th, 2022, and respond to questions submitted by listeners and clients.

22 Sep 202223min

Reactions to the September FOMC - High Quality Credit Spreads

Reactions to the September FOMC - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their takeaways to the September FOMC meeting and what it means for credit. Topics include the evolution of the SEPs, how the possibility of a soft landing has chang...

21 Sep 202218min

Seeing Dots - The Week Ahead

Seeing Dots - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 19th, 2022, and respond to questions submitted by listeners and clients.

16 Sep 202222min

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