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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Momentum versus Value - High Quality Credit Spreads

Momentum versus Value - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the strong technical backdrop in credit in spite of an unattractive relative value picture. Other topics include what market pricing suggests in terms of the macro o...

25 Jan 202319min

Bid Still Standing - The Week Ahead

Bid Still Standing - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 23rd, 2023, and respond to questions submitted by listeners and clients.

20 Jan 202320min

Pricing Perfection - High Quality Credit Spreads

Pricing Perfection - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the sharp rally in credit markets and what levels likely mark attractive selling points. Other topics include the dislocation between Fed messaging and market pricin...

18 Jan 202316min

Downshift to Terminal - The Week Ahead

Downshift to Terminal - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 17th, 2023, and respond to questions submitted by listeners and clients.

13 Jan 202322min

Terminal Approaching - Monthly Roundtable

Terminal Approaching - Monthly Roundtable

Ian Lyngen along with Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team bring their outlook for US and Canadian Rate...

10 Jan 202323min

All Eyes on CPI - The Week Ahead

All Eyes on CPI - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 9th, 2023, and respond to questions submitted by listeners and clients.

6 Jan 202320min

Holiday Special - The Week Ahead

Holiday Special - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 27th, 2022, and respond to questions submitted by listeners and clients.

22 Dec 202222min

Long Run, All Terminal - The Week Ahead

Long Run, All Terminal - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 19th, 2022, and respond to questions submitted by listeners and clients.

16 Dec 202223min

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