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
Oct 24, 2024 • 18min
Navigating November
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.
Oct 17, 2024 • 17min
Approaching 300
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.
Oct 11, 2024 • 19min
This Is Strategy
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.
Oct 4, 2024 • 22min
Surprises of October
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.
Sep 27, 2024 • 19min
Before Q4
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.
Sep 20, 2024 • 19min
The Journey to Neutral
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.
Sep 12, 2024 • 20min
Finding Normal
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.
Sep 6, 2024 • 18min
A Positive Outlook
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 9th, 2024, and respond to questions submitted by listeners and clients.
Aug 29, 2024 • 19min
Labor Day Blues
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 3rd, 2024, and respond to questions submitted by listeners and clients.
Aug 22, 2024 • 19min
Much Needed Break
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 26th, 2024, and respond to questions submitted by listeners and clients.
