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
Mar 17, 2023 • 24min
Jay's Dilemma - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 20th, 2023, and respond to questions submitted by listeners and clients.
Mar 10, 2023 • 24min
Quarter End? - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 13th, 2023, and respond to questions submitted by listeners and clients.
Mar 3, 2023 • 22min
Four Percent Down - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 6th, 2023, and respond to questions submitted by listeners and clients.
Feb 24, 2023 • 24min
Farewell, February - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 27th, 2023, and respond to questions submitted by listeners and clients.
Feb 17, 2023 • 23min
Identified Inverted Objects - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 21st, 2023, and respond to questions submitted by listeners and clients.
Feb 10, 2023 • 21min
Inflation Infatuation - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 13th, 2023, and respond to questions submitted by listeners and clients.
Feb 3, 2023 • 21min
Jobs Juggernaut - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 6th, 2023, and respond to questions submitted by listeners and clients.
Feb 1, 2023 • 19min
Reactions to the February FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from the most recent FOMC meeting and the strong rally in credit. Topics include a more optimistic tone around the trajectory of inflation, whether Powell’s acceptance of easier financial conditions marks a change in the Fed’s reaction function, and what it means for credit markets.
Jan 27, 2023 • 25min
Landing Soon - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 30th, 2023, and respond to questions submitted by listeners and clients.
Jan 25, 2023 • 19min
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 outlook and the medium-term path of bank reserves.
