Sizing September Supply - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss what to expect with respect to the coming wave of issuance following the long weekend and how the market will absorb the new supply. Other topics include the importa...
1 Sep 202123min
Return to the Home Office - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 30th, 2021, and respond to questions submitted by listeners and clients.
27 Aug 202119min
The Calm Before the Storm - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss credit spreads in the current directionless markets ahead of this week’s much awaited Jackson Hole Symposium. Other topics include coming changes at the Fed and expe...
25 Aug 202122min
Delta Doldrums - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 23rd, 2021, and respond to questions submitted by listeners and clients.
20 Aug 202121min
Seeing in 3-D - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their outlook for credit spreads through three distinct factors: technicals, fundamentals, and the macro landscape. On balance, they conclude these factors should po...
18 Aug 202126min
Out of Office Day - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 16th, 2021, and respond to questions submitted by listeners and clients.
13 Aug 202123min
Great Jobs! - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 9th, 2021, and respond to questions submitted by listeners and clients.
6 Aug 202118min
Uncharted Transitory - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Greg Anderson, Dan Krieter and Ben Jeffery from BMO’s FICC Macro Strategy team bring you their debate on the longer-term viability of the Fed’s characterization ...
3 Aug 202123min
