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 Recovery Tripod - High Quality Spreads

The Recovery Tripod - High Quality Spreads

Dan Krieter and Dan Belton discuss the rally in risk assets over the past two weeks including the three main drivers of the recovery: economic re-opening, positive news around a vaccine, and stimulus,...

27 Mai 202022min

Early Close from Home - The Week Ahead

Early Close from Home - 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 May 26th, 2020, and respond to questions submitted by listeners and clients.

22 Mai 202024min

Mnuchin: The Rapsical - The Week Ahead

Mnuchin: The Rapsical - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 18th, 2020, and respond to questions submitted by listeners and clients.

15 Mai 202024min

Much Ado About Nothing - High Quality Spreads

Much Ado About Nothing - High Quality Spreads

Dan Krieter and Dan Belton share their thoughts on credit spreads and the push-pull dynamic between headlines around increasing infection rates in recently reopened jurisdictions and Fed QE continuing...

13 Mai 202021min

Reopening and Rebuilding - The Week Ahead

Reopening and Rebuilding - 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 May 11th, 2020, and respond to questions submitted by listeners and clients.

8 Mai 202024min

If You Open It, Will They Come? - Monthly Roundtable

If You Open It, Will They Come? - Monthly Roundtable

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

6 Mai 202026min

Mayday! - The Week Ahead

Mayday! - 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 May 4th, 2020, and respond to questions submitted by listeners and clients.

1 Mai 202026min

Spring Thaw - High Quality Spreads

Spring Thaw - High Quality Spreads

Dan Krieter and Dan Belton discuss their view on credit markets including the impact of a potential economic reopening and what the most recent headlines around Remdesivir might mean for the path of r...

29 Apr 202017min

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