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Macro Horizons

Latest episodes

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Aug 18, 2022 • 21min

Sure, At Some Point - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 22nd, 2022, and respond to questions submitted by listeners and clients.
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Aug 11, 2022 • 25min

Summit, Descent - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 15th, 2022, and respond to questions submitted by listeners and clients.
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Aug 10, 2022 • 25min

Inflating Expectations - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the July CPI report and what it means for credit spreads. Other topics include, market technicals, fundaments, and the near-term impact of quantitative tightening.
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Aug 5, 2022 • 24min

Peak of Summer - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 8th, 2022, and respond to questions submitted by listeners and clients.
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Aug 2, 2022 • 34min

Holding onto Hikes - Monthly Roundtable

Margaret Kerins here with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team to bring their debate on heightened geopolitical risks and fears over a global growth slowdown in the backdrop of a Fed that is solidly committed to fighting inflation at all costs and how this impacts our outlook for US and Canadian Rates, IG credit, and foreign exchange.
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Jul 28, 2022 • 26min

N.B.E.R.: The National Bureau of Evading Recessions - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 1st, 2022, and respond to questions submitted by listeners and clients.
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Jul 27, 2022 • 25min

Reactions to the July 2022 FOMC - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their reactions to the July FOMC meeting including the risk-on response and Chair Powell’s suggestion that the Fed would offer less clear guidance going forward. Other topics include the implications for credit and what might drive spreads in the near-term.
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Jul 22, 2022 • 26min

Summer Hike Wave - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 25th, 2022, and respond to questions submitted by listeners and clients.
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Jul 20, 2022 • 21min

Under the Hood - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the recent recovery in credit spreads and whether market technicals have fully rebounded. Topics include the return of high grade supply and what it means for future issuance, record low primary dealer positions in corporates, and the impact of net client selling interest.
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Jul 15, 2022 • 24min

Reassessing Recession - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 18th, 2022, and respond to questions submitted by listeners and clients.

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