Macro Horizons

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 18th, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 12th, 2024, and respond to questions submitted by listeners and clients.

The hosts dive into the U.S. Treasury market's recent turmoil, driven by disappointing employment data and looming elections. They unravel the October labor market insights, linking job growth to inflation and market reactions. The conversation shifts to Treasury auction trends and funding forecasts amidst political uncertainties. Market dynamics are explored, highlighting the dollar's stronghold and its interplay with global economic shifts. Finally, they examine how upcoming election outcomes could drastically influence the treasury market and bond yields.

As November approaches, the discussion tackles the U.S. rates market's reaction to the presidential election and its implications for inflation. There’s a deep dive into how political uncertainty affects Treasury performance and the limitations of yield trends. Comparisons are drawn between the 2024 and 2016 elections, highlighting polling changes. The Federal Reserve's strategies amidst these dynamics and its approach to interest rates come under scrutiny, while the stability of the Treasury market is analyzed in light of incoming economic indicators.

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 21st, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 15th, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 7th, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 30th, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 23rd, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 16th, 2024, and respond to questions submitted by listeners and clients.