GRAMC Presentation - Monthly Roundtable
Margaret Kerins along with Dan Krieter and Ben Jeffery from BMO’s FICC Macro Strategy Team discuss the main themes impacting rates and credit at BMO Capital Markets’ Global Reserve Managers Conference...
3 Maj 202233min
That 70s FOMO - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 2nd, 2022, and respond to questions submitted by listeners and clients.
29 Apr 202224min
Making the Case: April 2022 - High Quality Credit Spreads
Dan Krieter and Dan Belton debate the case for wider and narrower credit spreads. Topics include the evolution of Q1 earnings, technicals and new deal reception, and the likely path of economic demand...
27 Apr 202228min
Inversion Springs Eternal - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 25th, 2022, and respond to questions submitted by listeners and clients.
21 Apr 202227min
New Normalization - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the recent path of credit spreads including the impact of earnings, technicals, and market volatility. Then they discuss the Fed’s plan for balance sheet normalizati...
20 Apr 202227min
The Core Issue - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 18th, 2022, and respond to questions submitted by listeners and clients.
13 Apr 202224min
The Waiting Game - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the recent volatility in credit spreads, and the likely near-term path looking ahead. Finally, they conclude with a discussion on supply technicals in both IG and SS...
13 Apr 202224min
Inflate, Hike, Repeat - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 11th, 2022, and respond to questions submitted by listeners and clients.
7 Apr 202223min
