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)

Reassessing Recession - The Week Ahead

Reassessing Recession - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 18th, 2022, and respond to questions submitted by listeners and clients.

15 Jul 202224min

Won’t Back Down - Monthly Roundtable

Won’t Back Down - Monthly Roundtable

Margaret Kerins along with with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, and Dan Belton from BMO Capital Markets’ FICC Macro Strategy team to bring you their outlook for the...

12 Jul 202235min

Inflation Conflation - The Week Ahead

Inflation Conflation - The Week Ahead

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

8 Jul 202223min

Night is Darkest…? - Hiqh Quality Credit Spreads

Night is Darkest…? - Hiqh Quality Credit Spreads

Dan Krieter and Dan Belton discuss to drivers of the recent weakness in credit including their medium-term targets for index spreads and what might drive the next move in credit spreads. Other topics ...

6 Jul 202222min

Sizing Up the Downside - The Week Ahead

Sizing Up the Downside - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 5th, 2022, and respond to questions submitted by listeners and clients.

30 Jun 202224min

Running of the Bears - The Week Ahead

Running of the Bears - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 27th, 2022, and respond to questions submitted by listeners and clients.

24 Jun 202224min

Defensiveness at a Discount - High Quality Credit Spreads

Defensiveness at a Discount - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the recent performance in credit, including why defensive sectors have not performed as well as they typically do during selloffs. Other topics include the recent de...

22 Jun 202224min

Fed-Tastic - The Week Ahead

Fed-Tastic - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 21st, 2022, and respond to questions submitted by listeners and clients.

17 Jun 202226min

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