Macro Horizons
BMO Capital Markets
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
Episodes
Mentioned books
Jan 15, 2021 • 19min
Peaked Early? - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 19th, 2021, and respond to questions submitted by listeners and clients.
Jan 12, 2021 • 29min
The Great Reflation Debate - Monthly Roundtable
Margaret Kerins with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for US rates, IG spreads, the USD and Canada on the back of the blue wave and the risks they see in the markets they cover.
Jan 8, 2021 • 22min
New Year, New Problems - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 11th, 2021, and respond to questions submitted by listeners and clients.
Jan 6, 2021 • 22min
Riding the Blue Wave - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the recent performance of credit and swap spreads following the Georgia Elections including what it means for their spread targets in the quarters ahead. Other topics include primary market activity in the New Year and the recent outperformance of credit spreads in spite of near-term headwinds.
Dec 23, 2020 • 30min
Making the Turn - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market through the end of 2020, and respond to questions submitted by listeners and clients.
Dec 18, 2020 • 21min
Who Would Have Thought? - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 21st, 2020, and respond to questions submitted by listeners and clients.
Dec 17, 2020 • 24min
Reactions to the December FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from today’s Fed meeting, including the impact of guidance on Fed purchases and the market response. They conclude by previewing technicals in January.
Dec 11, 2020 • 24min
One More to Go - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 14th, 2020, and respond to questions submitted by listeners and clients.
Dec 9, 2020 • 30min
2021 High Grade Credit Outlook - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their expectations for the path of credit spreads in 2021. Then they conclude with a discussion on recent Libor transition headlines, including the extension of Libor until June 2023, and what it means for the market.
Dec 4, 2020 • 23min
The Bad News Bid - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 7th, 2020, and respond to questions submitted by listeners and clients.
