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
Aug 4, 2020 • 30min
Big Dollar Big Troubles? - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for the USD and its status as a reserve currency, if and when the increase in money supply will translate into inflation, and the impact of the extension in the period of uncertainty due to the pandemic’s resurgence in the backdrop of massive fiscal and monetary support.
Jul 31, 2020 • 23min
Cardboard Crowds - 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 3rd, 2020, and respond to questions submitted by listeners and clients.
Jul 29, 2020 • 21min
Reactions to the July FOMC Meeting - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from the July FOMC meeting. In addition, they talk about the historical impact of fiscal and monetary stimulus on credit spreads, and what it might suggest for the path of credit spreads in the current environment.
Jul 24, 2020 • 22min
Summertime Drift - 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 July 27th, 2020, and respond to questions submitted by listeners and clients.
Jul 22, 2020 • 20min
Risk/Reward Review - High Quality Credit Spreads
In this episode, Dan Krieter and Dan Belton discuss the drivers of the recent leg narrower in credit spreads, what stories have the power to move the market, and why an unattractive risk/reward profile may suggest taking profits.
Jul 17, 2020 • 23min
Sunshine and Trend Lines - 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 July 20th, 2020, and respond to questions submitted by listeners and clients.
Jul 10, 2020 • 27min
It Was A Very Good Year - 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 July 13th, 2020, and respond to questions submitted by listeners and clients.
Jul 7, 2020 • 21min
Time Keeps Slippin' into the Futures - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for US and Canadian rates, IG spreads, and FX with the market swaying between optimism on the race for a vaccine versus the ultimate, unknown level of economic destruction in the face of re-lockdowns.
Jul 2, 2020 • 22min
Back to Work? - 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 July 6th, 2020, and respond to questions submitted by listeners and clients.
Jun 26, 2020 • 24min
Wave Worries - 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 June 29th, 2020, and respond to questions submitted by listeners and clients.
