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Macro Horizons

Latest episodes

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Oct 23, 2020 • 21min

2020: A Record Year - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 26th, 2020, and respond to questions submitted by listeners and clients.
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Oct 16, 2020 • 22min

Eyes of the Bond-holder - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 19th, 2020, and respond to questions submitted by listeners and clients.
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Oct 14, 2020 • 24min

Running Bases - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the drivers behind the recent credit spread narrowing and whether it can be sustained in the weeks ahead. Finally, they react to some of the key SOFR/Libor headlines of the past couple weeks.
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Oct 9, 2020 • 23min

House of Bonds - 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 October 13th, 2020, and respond to questions submitted by listeners and clients.
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Oct 6, 2020 • 27min

2021 Pace Odyssey - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for US rates, IG spreads and the USD as they focus on the evolving 2021 market narrative which includes the pace of progress towards a widely available vaccine, a stimulus package and the election results.
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Oct 2, 2020 • 23min

Fourth Quarter Drive - 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 October 5th, 2020, and respond to questions submitted by listeners and clients.
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Sep 30, 2020 • 23min

Range-Bound No More - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the drivers behind both credit and swap spreads breaking out of multi-month channels during the past week, as well as whether the move will continue or reverse course in the near term.
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Sep 25, 2020 • 24min

Running Out the Clock - 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 September 28th, 2020, and respond to questions submitted by listeners and clients.
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Sep 23, 2020 • 30min

Pondering the Presidency - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the 2020 Presidential election now less than six weeks away, and what it means for the near term direction of credit spreads.
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Sep 18, 2020 • 27min

Aye Aye - 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 September 21st, 2020, and respond to questions submitted by listeners and clients.

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