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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
