Macro Horizons
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
Latest episodes
Jan 17, 2025 • 21min
Trump's Reentry
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 20th, 2025, and respond to questions submitted by listeners and clients.
Jan 10, 2025 • 19min
New Year, Same Podcast
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 13th, 2025, and respond to questions submitted by listeners and clients.
Dec 19, 2024 • 19min
Soaring with the Hawks
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 23rd, 2024, and respond to questions submitted by listeners and clients.
Dec 12, 2024 • 18min
Plotting the Dots
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 16th, 2024, and respond to questions submitted by listeners and clients.
6 snips
Dec 6, 2024 • 20min
Inflation's Vote
Delve into the surprising trends from the recent U.S. labor market data, shedding light on how this could shape future Federal Reserve policies. Explore the potential impacts of tariff increases on inflation and the delicate balance of rising wages. The conversation also digs into global influences on U.S. treasury yields amid geopolitical tensions. Finally, understand the crucial role of liquidity ahead of CPI data and what it means for investor sentiment and financial markets in the coming weeks.
Nov 26, 2024 • 20min
Debating December
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 2nd, 2024, and respond to questions submitted by listeners and clients.
Nov 21, 2024 • 22min
Finding Balance
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 25th, 2024, and respond to questions submitted by listeners and clients.
Nov 15, 2024 • 20min
Marking Milestones
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.
Nov 8, 2024 • 20min
Dear Santa Pause...
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.
Nov 1, 2024 • 22min
Wake Bonds Up, When November Ends
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.
