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)

Summertime Sadness - High Quality Credit Spreads

Summertime Sadness - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their expectation for credit spread weakness and the various catalysts including a second wave of COVID-19, renewed stay-at-home orders, fading fiscal/monetary stimu...

24 Jun 202023min

Bonds of Summer - The Week Ahead

Bonds of Summer - 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 June 22nd, 2020, and respond to questions submitted by listeners and clients.

19 Jun 202023min

The Elephant in the Market - High Quality Credit Spreads

The Elephant in the Market - High Quality Credit Spreads

Dan Krieter and Dan Belton answer the most frequently asked questions surrounding the Fed’s announcement to begin buying individual corporate bonds, including a discussion on what issues stand to bene...

17 Jun 202019min

Slipping Into Summer - The Week Ahead

Slipping Into Summer - 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 June 15th, 2020, and respond to questions submitted by listeners and clients.

12 Jun 202022min

Reflections from the Fed - High Quality Credit Spreads

Reflections from the Fed - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss Wednesday’s FOMC statement and press conference including the seemingly pessimistic tone from Chair Powell, forward guidance via the SEPs, and the lack of discussion...

10 Jun 202023min

What Recession? - The Week Ahead

What Recession? - 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 June 8th, 2020, and respond to questions submitted by listeners and clients.

5 Jun 202026min

Trillions is the New Billions - Monthly Roundtable

Trillions is the New Billions - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their top line thoughts...

2 Jun 202018min

Math in This Job? - The Week Ahead

Math in This Job? - 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 June 1st, 2020, and respond to questions submitted by listeners and clients.

29 Mai 202026min

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