Trading Through Heightened Geopolitical Risks - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Stephen Gallo, Dan Krieter, and Ben Jeffery from BMO CM’s FICC Macro Strategy team to bring their debate on how the recent geopolitical developments...
25 Feb 202236min
Geopolitical Containment - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 28th, 2022, and respond to questions submitted by listeners and clients.
25 Feb 202222min
Are We There Yet? - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the recent widening in credit spreads including when, and at what level, spreads are likely to find stability. Other topics include recent trends in supply and the o...
23 Feb 202225min
Flight 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 February 22nd, 2022, and respond to questions submitted by listeners and clients.
18 Feb 202222min
All About QT - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their estimates around balance sheet normalization including the terminal size of the Fed’s balance sheet and when normalization will conclude. Other topics include ...
16 Feb 202229min
Don't Jimmy Me, Jimmy - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 14th, 2022, and respond to questions submitted by listeners and clients.
11 Feb 202225min
Snow Drift - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the recent widening in credit as well as the levels and macro conditions that will result in stability in credit. Other topics include long-term fundamental outlook ...
9 Feb 202228min
Forecasting Error - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 7th, 2022, and respond to questions submitted by listeners and clients.
4 Feb 202224min
