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
Jun 3, 2022 • 23min
Half Point Habituation - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 6th, 2022, and respond to questions submitted by listeners and clients.
May 26, 2022 • 23min
Summer Jobs - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 31st, 2022, and respond to questions submitted by listeners and clients.
May 20, 2022 • 22min
Tightening Tensions - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 23rd, 2022, and respond to questions submitted by listeners and clients.
May 13, 2022 • 24min
Risk of Risk-Off - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 16th, 2022, and respond to questions submitted by listeners and clients.
May 6, 2022 • 24min
Rough Road for Rates - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 9th, 2022, and respond to questions submitted by listeners and clients.
May 3, 2022 • 34min
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 on May 3, 2022.
Apr 29, 2022 • 24min
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.
Apr 27, 2022 • 29min
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.
Apr 21, 2022 • 27min
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.
Apr 20, 2022 • 28min
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 normalization, the prospect of active selling out of the SOMA portfolio, and what it means for credit and swap spreads.
