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Macro Horizons

Latest episodes

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Apr 17, 2020 • 26min

Extended Staycation - 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 April 20th, 2020, and respond to questions submitted by listeners and clients.
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Apr 15, 2020 • 21min

The Things That Matter - High Quality Spreads

Dan Krieter and Dan Belton share their thoughts on the ongoing rally in risk assets including how far it may go. Then they discuss the Fed’s various liquidity facilities and how they will ultimately end up impacting corporate balance sheets once the economy reopens.
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Apr 9, 2020 • 27min

Fauci’d - 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 April 13th, 2020, and respond to questions submitted by listeners and clients.
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Apr 8, 2020 • 21min

Quantifying the Quarantine - High Quality Spreads

Dan Krieter and Dan Belton share their thoughts on the impact of the Covid-19 economic shutdown on credit and swap spreads. Topics include the Fed’s corporate credit facilities, potential for ratings downgrades to spike, the likely path of Libor, and discussion around the potential reopening of the economy.
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Apr 3, 2020 • 25min

Pandemic Fatigue - 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 April 6th, 2020, and respond to questions submitted by listeners and clients.
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Apr 1, 2020 • 34min

Socially Distant Market Strategy - Monthly Roundtable

Margaret Kerins with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team discuss their thoughts on the potential market implications of the economic shutdowns in the backdrop of massive monetary and fiscal interventions. They also cover key data points and virus trends to focus on in coming months to determine when the light at the end of the tunnel should begin to brighten.
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Mar 27, 2020 • 28min

It's Still Q1? - 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 March 30th, 2020, and respond to questions submitted by listeners and clients.
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Mar 20, 2020 • 24min

Are We There Yet? - 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 March 23rd, 2020, and respond to questions submitted by listeners and clients.
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Mar 13, 2020 • 25min

Echoes of 1987 - 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 March 16th, 2020, and respond to questions submitted by listeners and clients.
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Mar 6, 2020 • 28min

Zero Funds Game - 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 March 9th, 2020, and respond to questions submitted by listeners and clients.

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