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)

Making the Case: Q4 2021

Making the Case: Q4 2021

Dan Krieter and Dan Belton debate the case for credit spreads moving wider or narrower and the factors most likely to impact credit in the near- and medium-terms including Fed tapering, the growth and...

29 Sep 202126min

Doveless in Washington - The Week Ahead

Doveless in Washington - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 27th, 2021, and respond to questions submitted by listeners and clients.

24 Sep 202121min

Reactions to the September 2021 FOMC - High Quality Credit Spreads

Reactions to the September 2021 FOMC - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their main takeaways from the September FOMC meeting, including guidance from the Fed that a taper announcement is likely due in November. Other topics include the h...

22 Sep 202126min

Fall's First Fed - The Week Ahead

Fall's First Fed - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 20th, 2021, and respond to questions submitted by listeners and clients.

17 Sep 202120min

As Good As It Gets? - High Quality Credit Spreads

As Good As It Gets? - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the recent onslaught in high grade corporate supply and what to expect for issuance the rest of September. They then discuss looming technical changes facing high gr...

15 Sep 202123min

The Fall Stumble - The Week Ahead

The Fall Stumble - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 13th, 2021, and respond to questions submitted by listeners and clients.

9 Sep 202121min

Between a Taper and a Hike Pace - Monthly Roundtable

Between a Taper and a Hike Pace - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Ben Reitzes, Dan Belton and Ben Jeffery from BMO CM's FICC Macro Strategy team discuss whether or not employment data will derail t...

7 Sep 202121min

Sirens of September - The Week Ahead

Sirens of September - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 7th, 2021, and respond to questions submitted by listeners and clients.

3 Sep 202121min

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