Macro Horizons
BMO Capital Markets
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
Episodes
Mentioned books
Oct 31, 2025 • 21min
Falling Back
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 3rd, 2025, and respond to questions submitted by listeners and clients.
Oct 24, 2025 • 21min
Best of 1993
Ian and Ben dive into the U.S. rates market, sharing insights on CPI trends and the potential impacts of tariffs on holiday pricing. They discuss the fallout from the government shutdown affecting data clarity and explore expectations for interest rate cuts. The duo analyzes the treasury market's reaction to softer inflation reports and assesses macro risks, including the trade war's impact on the economy. To lighten the mood, they wrap up with some Halloween jokes, blending market talk with a touch of humor.
Oct 16, 2025 • 17min
Inflation Friday
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 20th, 2025, and respond to questions submitted by listeners and clients.
Oct 10, 2025 • 17min
Angles of October
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 14th, 2025, and respond to questions submitted by listeners and clients.
Oct 3, 2025 • 17min
Shutdown and Out
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 6th, 2025, and respond to questions submitted by listeners and clients.
Sep 26, 2025 • 18min
Let's See, ADP
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 29th, 2025, and respond to questions submitted by listeners and clients.
Sep 18, 2025 • 20min
Deflating the Doves
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 22nd, 2025, and respond to questions submitted by listeners and clients.
Sep 11, 2025 • 19min
The Dueling Dual
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 15th, 2025, and respond to questions submitted by listeners and clients.
Sep 5, 2025 • 18min
Navigating Normal
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 8th, 2025, and respond to questions submitted by listeners and clients.
Aug 28, 2025 • 17min
Falling Into Autumn
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 2nd, 2025, and respond to questions submitted by listeners and clients.
