The Great U-Turn - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Belton and Ben Jeffery from BMO CM’s FICC Macro Strategy debate the pros and cons of a 50 bp vs. 25 bp initial mov...
1 Feb 202227min
All Fed, No Fade - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 31st, 2022, and respond to questions submitted by listeners and clients.
28 Jan 202226min
Reactions to the January 2022 FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton give their takeaways from the January Fed meeting. Topics include the Fed’s guidance on balance sheet normalization, the potential for a faster path of rate hikes than the m...
26 Jan 202225min
Trading By Committee - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 24th, 2022, and respond to questions submitted by listeners and clients.
21 Jan 202223min
Time's Up? - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their changing view on credit amidst a rapidly shifting market landscape. Other topics include: January primary markets, the model-implied fair value of credit curre...
19 Jan 202222min
New Year, New Fed - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 18th, 2022, and respond to questions submitted by listeners and clients.
14 Jan 202222min
Timing is Everything - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their outlook for credit spreads in the medium-term including the major headwinds and tailwinds facing the market in 2022. Topics include inflation, quantitative tig...
12 Jan 202223min
Polar Bear - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 10th, 2022, and respond to questions submitted by listeners and clients.
7 Jan 202222min
