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Macro Horizons

Latest episodes

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Sep 16, 2020 • 25min

Reactions to the September FOMC - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their takeaways from today’s surprising Fed meeting, as well as what tools remain available to the Fed and the effect those tools would likely have on credit spreads.
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Sep 11, 2020 • 26min

Powell Play - 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 14th, 2020, and respond to questions submitted by listeners and clients.
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Sep 9, 2020 • 32min

Making the Case - High Quality Credit Spreads

Dan Krieter and Dan Belton make the case for wider and narrower credit spreads into year-end focused on four key factors: virus transmission and potential for a vaccine; technical and seasonal factors; monetary and fiscal stimulus; and the Presidential Election.
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Sep 4, 2020 • 26min

Autumn is Coming - 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 8th, 2020, and respond to questions submitted by listeners and clients.
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Sep 1, 2020 • 27min

Falling into Place: A Coronacession Election - 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 the US rates, IG spreads and the USD heading into the US elections and beyond.
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Aug 28, 2020 • 26min

Meet the New Fed - 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 August 31st, 2020, and respond to questions submitted by listeners and clients.
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Aug 26, 2020 • 22min

Technically Speaking - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss why deteriorating technicals may present a buying opportunity for spread market participants in September/October.
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Aug 21, 2020 • 26min

Jackson Hole-in-One - 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 August 24th, 2020, and respond to questions submitted by listeners and clients.
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Aug 19, 2020 • 22min

Night of the Living Debt - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the likelihood of credit spreads widening modestly in the fall months, and why any widening should be viewed as a buying opportunity ahead of credit spreads potentially touching historical lows in the current cycle.
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Aug 14, 2020 • 24min

Autumn Angst - 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 August 17th, 2020, and respond to questions submitted by listeners and clients.

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