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Macro Horizons

Latest episodes

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Sep 1, 2021 • 23min

Sizing September Supply - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss what to expect with respect to the coming wave of issuance following the long weekend and how the market will absorb the new supply. Other topics include the important role that fiscal policy will play in coming months.
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Aug 27, 2021 • 20min

Return to the Home Office - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 30th, 2021, and respond to questions submitted by listeners and clients.
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Aug 25, 2021 • 23min

The Calm Before the Storm - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss credit spreads in the current directionless markets ahead of this week’s much awaited Jackson Hole Symposium. Other topics include coming changes at the Fed and expectations for financial regulation in 2022 and 2023.
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Aug 20, 2021 • 22min

Delta Doldrums - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 23rd, 2021, and respond to questions submitted by listeners and clients.
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Aug 18, 2021 • 27min

Seeing in 3-D - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their outlook for credit spreads through three distinct factors: technicals, fundamentals, and the macro landscape. On balance, they conclude these factors should point to narrower spreads with credit spreads likely to retest cyclical tights into year-end.
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Aug 13, 2021 • 23min

Out of Office Day - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 16th, 2021, and respond to questions submitted by listeners and clients.
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Aug 6, 2021 • 19min

Great Jobs! - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 9th, 2021, and respond to questions submitted by listeners and clients.
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Aug 3, 2021 • 23min

Uncharted Transitory - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Greg Anderson, Dan Krieter and Ben Jeffery from BMO’s FICC Macro Strategy team bring you their debate on the longer-term viability of the Fed’s characterization of inflation and the implications for U.S. rates, high quality spreads and FX.
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Jul 30, 2021 • 22min

August Again - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 2nd, 2021, and respond to questions submitted by listeners and clients.
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Jul 23, 2021 • 22min

Checking the Taper - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 26h, 2021, and respond to questions submitted by listeners and clients.

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