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)

The COVID That Stole Thanksgiving - The Week Ahead

The COVID That Stole Thanksgiving - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 23rd, 2020, and respond to questions submitted by listeners and clients.

20 Nov 202026min

Spread Immunity - High Quality Credit Spreads

Spread Immunity - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the spread market reaction to recent vaccine headlines, as well as their outlook for spreads in the near and long term. Finally, they conclude by discussing recent h...

18 Nov 202025min

Vague Clarity - The Week Ahead

Vague Clarity - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 16th, 2020, and respond to questions submitted by listeners and clients.

13 Nov 202024min

What's Next - Monthly Roundtable

What's Next - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, and Dan Belton from our FICC Macro Strategy team bring you their our outlook for US rates, IG spreads and...

10 Nov 202027min

Count on it - The Week Ahead

Count on it - The Week Ahead

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 9th, 2020, and respond to questions submitted by listeners and clients.

6 Nov 202025min

Hindsight is 2020 - High Quality Credit Spreads

Hindsight is 2020 - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the likely results of the Presidential election and the implications of a Biden Presidency with a Republican Senate for spread markets. Other topics include this wee...

4 Nov 202023min

Spending Daylight - The Week Ahead

Spending Daylight - The Week Ahead

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 2nd, 2020, and respond to questions submitted by listeners and clients.

30 Okt 202023min

Trick or Treat - High Quality Credit Spreads

Trick or Treat - High Quality Credit Spreads

Dan Krieter and Dan Belton give their thoughts on why credit spreads have not reacted to broader market weakness over the past several weeks, and whether investors should view the current resiliency o...

28 Okt 202025min

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