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Macro Horizons

Latest episodes

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Dec 1, 2020 • 22min

2021 Outlook: Lower, Narrower, Safer - 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 outlook for US rates, IG spreads, the USD and Canada in the year ahead. They also discuss the market implications of the recent Libor news.
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Nov 25, 2020 • 22min

Pardon Us - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 30th, 2020, and respond to questions submitted by listeners and clients.
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Nov 20, 2020 • 27min

The COVID That Stole Thanksgiving - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 23rd, 2020, and respond to questions submitted by listeners and clients.
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Nov 18, 2020 • 25min

Spread Immunity - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the spread market reaction to recent vaccine headlines, as well as their outlook for spreads in the near and long term. Finally, they conclude by discussing recent headlines surrounding the Libor/SOFR transition, which may have significant ramifications ahead of yearend.
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Nov 13, 2020 • 24min

Vague Clarity - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 16th, 2020, and respond to questions submitted by listeners and clients.
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Nov 10, 2020 • 28min

What's Next - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, and Dan Belton from our FICC Macro Strategy team bring you their our outlook for US rates, IG spreads and the USD with the US elections over and positive news on the vaccine efficacy front.
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Nov 6, 2020 • 26min

Count on it - The Week Ahead

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 9th, 2020, and respond to questions submitted by listeners and clients.
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Nov 4, 2020 • 24min

Hindsight is 2020 - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the likely results of the Presidential election and the implications of a Biden Presidency with a Republican Senate for spread markets. Other topics include this week’s FOMC meeting, the prospects for fiscal stimulus, and the recent widening in swap spreads.
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Oct 30, 2020 • 24min

Spending Daylight - The Week Ahead

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 2nd, 2020, and respond to questions submitted by listeners and clients.
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Oct 28, 2020 • 26min

Trick or Treat - High Quality Credit Spreads

Dan Krieter and Dan Belton give their thoughts on why credit spreads have not reacted to broader market weakness over the past several weeks, and whether investors should view the current resiliency of credit spreads as a ‘trick’ or a ‘treat’. The Dans then give their thoughts on possible market reactions to next week’s presidential election.

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