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Macro Horizons

Latest episodes

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Dec 17, 2021 • 22min

Low Light, Low Liquidity - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 20th, 2021, and respond to questions submitted by listeners and clients.
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Dec 15, 2021 • 23min

Reactions to the December 2021 FOMC - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their takeaways to this afternoon’s FOMC statement, economic projections, and press conference. Topics include what factors might change the Fed’s view that the economy is not experiencing a wage/price spiral, discussion around balance sheet normalization, and how Chair Powell was able to generate a dovish interpretation while messaging three rate hikes next year.
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Dec 10, 2021 • 23min

Just Like 10-Year Yields - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 13th, 2021, and respond to questions submitted by listeners and clients.
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Dec 7, 2021 • 30min

2022 Outlook: New Year, Another New Normal? - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from BMO’s FICC Macro Strategy team bring you their 2022 outlook for US & Canadian rates, high quality spreads and foreign exchange and the main narratives driving their forecasts.
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Dec 3, 2021 • 23min

Accelerate Debate - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 6th, 2021, and respond to questions submitted by listeners and clients.
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Dec 1, 2021 • 26min

Variant Volatility - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the recent move in credit spreads on the back of the Omicron variant and the hawkish turn by Fed Chair Powell. They conclude with a discussion of issuance projections in 2022.
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Nov 24, 2021 • 20min

Thanksgiving Special - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 29th, 2021, and respond to questions submitted by listeners and clients.
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Nov 23, 2021 • 26min

Holiday Sales - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the outlook for spreads into yearend from the standpoint of technicals, fundamentals, and the macro picture, each of which point to modest weakness in the weeks ahead. They also discuss the recent move in front-end swap spreads including the drivers and near-term outlook.
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Nov 19, 2021 • 23min

Treasuries and Tryptophan - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 22nd, 2021, and respond to questions submitted by listeners and clients.
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Nov 12, 2021 • 23min

Focused on Flattening - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 15th, 2021, and respond to questions submitted by listeners and clients.

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